Filed November 10, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $97,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,679 |
SAALFELD GRIGGS PC1 year Service code 99 · EIN 93-0877291 | Other Fees | $7,497 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44 |
Participant contribution per participant 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 | $73,590 | $129,227-43.1% | $184,256-60.1% | $77,762-5.4% |
| Participation rate | 98.6% | 87.4%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 13.10% | 33.24%-20.1pp | 28.85%-15.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $6,189 | $4,412+40.3% | $6,427-3.7% | $2,728+126.9% |
| Participant deferral / active EE | $4,077 | $7,307-44.2% | $9,133-55.4% | $4,651-12.3% |
| Admin fee / account holder | $162 | $256-36.5% | $13,899-98.8% | $433-62.5% |