Filed January 21, 2021
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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 | $226,762 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,080 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 2225 WEST WHISPERING WIND DRIVE, ST · PHOENIX, AZ 85085 | Other Fees | $9,100 |
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 | $34,235 | $199,960-82.9% | $69,623-50.8% | $199,960-82.9% |
| Participation rate | 97.9% | 72.0%+25.9pp | 66.4%+31.5pp | 72.0%+25.9pp |
| Annual return | 13.64% | 34.28%-20.6pp | 101.23%-87.6pp | 34.28%-20.6pp |
| Employer contribution / active EE | $2,289 | $3,036-24.6% | $1,709+33.9% | $3,036-24.6% |
| Participant deferral / active EE | $3,845 | $5,087-24.4% | $2,890+33.1% | $5,087-24.4% |
| Admin fee / account holder | $155 | $269-42.4% | $4,696-96.7% | $269-42.4% |