Filed December 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,900 |
Service code 27 4554 38TH AVE. S · FARGO, ND 58104 | Advisory (Plan) | $27,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,772 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,888 | $46,464-55.0% | $150,298-86.1% | $79,634-73.8% |
| Participation rate | 90.5% | 57.0%+33.5pp | 77.8%+12.7pp | 62.5%+28.0pp |
| Annual return | 11.48% | 27.89%-16.4pp | 62.79%-51.3pp | 36.46%-25.0pp |
| Employer contribution / active EE | $2,954 | $1,512+95.5% | $4,154-28.9% | $2,529+16.8% |
| Participant deferral / active EE | $3,914 | $2,157+81.5% | $5,453-28.2% | $3,835+2.1% |
| Admin fee / account holder | $113 | $891-87.3% | $14,116-99.2% | $1,002-88.7% |