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) | $65,030 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,248 |
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 | $33,114 | $65,118-49.1% | $76,767-56.9% | $55,725-40.6% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.0%+14.0pp | 70.9%+20.1pp |
| Annual return | -5.48% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,182 | $1,941-39.1% | $2,485-52.4% | $2,078-43.1% |
| Participant deferral / active EE | $2,688 | $3,688-27.1% | $3,852-30.2% | $3,356-19.9% |
| Admin fee / account holder | $6 | $116-95.1% | $6,675-99.9% | $115-95.0% |