Filed March 27, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 11810 · EUGENE, OR 97440 | Advisory (Plan) | $55,997 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,404 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,755 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,891 | $63,905-39.1% | $74,184-47.6% | $57,658-32.5% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.6%-3.9pp | 70.2%+2.4pp |
| Annual return | 7.31% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $797 | $1,840-56.7% | $2,370-66.4% | $1,974-59.6% |
| Participant deferral / active EE | $1,819 | $3,448-47.2% | $3,550-48.8% | $3,061-40.6% |
| Admin fee / account holder | $6 | $91-93.1% | $5,586-99.9% | $95-93.3% |