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, OH 97440 | Advisory (Plan) | $60,491 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,351 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,368 | $69,305-38.9% | $82,312-48.5% | $69,631-39.2% |
| Participation rate | 82.2% | 80.3%+1.9pp | 76.9%+5.3pp | 70.7%+11.5pp |
| Annual return | 16.12% | 21.47%-5.3pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,091 | $1,887-42.2% | $2,428-55.1% | $2,032-46.3% |
| Participant deferral / active EE | $2,413 | $3,568-32.4% | $3,706-34.9% | $3,224-25.1% |
| Admin fee / account holder | -$2 | $97-102.1% | $5,608-100.0% | $110-101.9% |