Filed January 30, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $460,222 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $46,500 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 10 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Accounting | $25,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; D... | $505 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $116 |
NATIONAL FINANCIAL SERVICES5 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,945 | $73,283+39.1% | $155,556-34.5% | $106,553-4.3% |
| Participation rate | 68.8% | 73.3%-4.5pp | 78.2%-9.4pp | 69.8%-1.0pp |
| Annual return | 14.74% | 15.76%-1.0pp | 64.84%-50.1pp | 17.37%-2.6pp |
| Employer contribution / active EE | $5,467 | $2,241+144.0% | $4,675+16.9% | $3,359+62.8% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $59 | $56+5.6% | $15,885-99.6% | $80-25.9% |