Filed December 9, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $38,165-45.3% | $189,758-89.0% | $69,255-69.8% |
| Participation rate | 90.5% | 66.7%+23.8pp | 79.8%+10.7pp | 69.0%+21.4pp |
| Annual return | 11.48% | 14.65%-3.2pp | 52.62%-41.1pp | 26.73%-15.3pp |
| Employer contribution / active EE | $2,954 | $1,589+85.9% | $4,767-38.0% | $2,645+11.7% |
| Participant deferral / active EE | $3,914 | $2,073+88.8% | $5,856-33.2% | $2,890+35.4% |
| Admin fee / account holder | $113 | $714-84.2% | $20,388-99.4% | $733-84.6% |