Filed June 23, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $87,540 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,358 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,704 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,810 | $80,005-29.0% | $140,016-59.4% | $55,725+1.9% |
| Participation rate | 99.2% | 87.0%+12.3pp | 87.5%+11.8pp | 70.9%+28.4pp |
| Annual return | -5.94% | 0.46%-6.4pp | 651.12%-657.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $4,774 | $3,403+40.3% | $5,606-14.8% | $2,078+129.7% |
| Participant deferral / active EE | $4,498 | $5,264-14.5% | $6,927-35.1% | $3,356+34.1% |
| Admin fee / account holder | $50 | $116-56.7% | $10,705-99.5% | $115-56.5% |