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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,140 |
STEPHENS INC4 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $29,268 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $1,794 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $747 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,972 | $50,820-76.4% | $155,567-92.3% | $77,671-84.6% |
| Participation rate | 90.0% | 63.1%+26.9pp | 78.2%+11.8pp | 70.6%+19.4pp |
| Annual return | 30.02% | 34.85%-4.8pp | 64.74%-34.7pp | 31.21%-1.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,263 | $2,823-19.8% | $5,628-59.8% | $4,648-51.3% |
| Admin fee / account holder | $110 | $436-74.7% | $15,916-99.3% | $430-74.3% |