Filed April 13, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,075 |
SFI ADVISORS, LLC6 years Filed as: SFI ADVISORS LLC Service code 27 79 MIDLAND AVE · MONTCLAIR, NJ 07042 | Advisory (Plan) | $22,140 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,781 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,782 | $88,137-0.4% | $164,975-46.8% | $74,429+17.9% |
| Participation rate | 52.4% | 73.1%-20.7pp | 78.6%-26.2pp | 67.2%-14.8pp |
| Annual return | 14.10% | 17.13%-3.0pp | 70.12%-56.0pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $2,321 | $2,597-10.6% | $4,343-46.6% | $2,625-11.6% |
| Participant deferral / active EE | $4,338 | $4,501-3.6% | $6,033-28.1% | $4,348-0.2% |
| Admin fee / account holder | $338 | $2,231-84.9% | $12,688-97.3% | $1,944-82.6% |