Filed September 7, 2016
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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 | $59,133 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $6,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,528 | $34,634-49.4% | $77,081-77.3% | $64,814-73.0% |
| Participation rate | 66.4% | 49.8%+16.6pp | 67.9%-1.5pp | 71.5%-5.1pp |
| Annual return | -16.49% | -5.31%-11.2pp | 42.33%-58.8pp | 32.84%-49.3pp |
| Employer contribution / active EE | $2,407 | $1,385+73.8% | $2,813-14.4% | $2,507-4.0% |
| Participant deferral / active EE | $714 | $2,553-72.0% | $4,428-83.9% | $4,310-83.4% |
| Admin fee / account holder | $86 | $178-52.0% | $5,427-98.4% | $188-54.4% |