Filed March 27, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,299 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,466 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,030 | $99,201-47.6% | $96,544-46.1% | $74,473-30.1% |
| Participation rate | 93.5% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.7pp |
| Annual return | 16.16% | 22.40%-6.2pp | 25.88%-9.7pp | 34.36%-18.2pp |
| Employer contribution / active EE | $1,767 | $2,570-31.3% | $2,966-40.4% | $2,638-33.0% |
| Participant deferral / active EE | $4,059 | $4,938-17.8% | $4,851-16.3% | $4,530-10.4% |
| Admin fee / account holder | $113 | $225-49.9% | $8,254-98.6% | $347-67.5% |