Filed December 20, 2017
Total covered: 67 employees
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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 | $183,752 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $39,161 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,239 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,341 | $139,767-16.0% | $153,741-23.7% | $200,096-41.4% |
| Participation rate | 97.8% | 85.1%+12.7pp | 77.1%+20.7pp | 72.0%+25.8pp |
| Annual return | 13.08% | 20.59%-7.5pp | 15.71%-2.6pp | 34.26%-21.2pp |
| Employer contribution / active EE | $6,400 | $6,517-1.8% | $5,042+26.9% | $3,038+110.7% |
| Participant deferral / active EE | $8,836 | $8,055+9.7% | $6,757+30.8% | $5,090+73.6% |
| Admin fee / account holder | $113 | $98+15.8% | $12,749-99.1% | $269-57.9% |