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 | $36,002-42.0% | $161,489-87.1% | $64,728-67.7% |
| Participation rate | 90.5% | 57.4%+33.0pp | 78.7%+11.8pp | 57.9%+32.6pp |
| Annual return | 11.48% | 33.93%-22.5pp | 89.72%-78.2pp | 49.38%-37.9pp |
| Employer contribution / active EE | $2,954 | $1,380+114.2% | $4,268-30.8% | $2,243+31.7% |
| Participant deferral / active EE | $3,914 | $1,815+115.7% | $5,630-30.5% | $2,729+43.4% |
| Admin fee / account holder | $113 | $931-87.9% | $16,006-99.3% | $1,145-90.1% |