Filed September 18, 2018
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,222,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,691,810 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $2,281,292 |
Service code 26 JP MORGAN CHASE TOWER · DALLAS, TX 75201 | Advisory (Participants) | $1,275,043 |
MARINER LLC1 year Service code 26 · EIN 20-4553256 | Advisory (Participants) | $71,316 |
Filed as: GREAT WEST TRUST COMPANY LLC Service code 20 · EIN 84-1455663 | Trustee (individual) | $63,461 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $63,410 |
Service code 26 · EIN 81-1580168 | Advisory (Participants) | $61,421 |
Service code 26 · EIN 88-3179167 | Advisory (Participants) | $57,226 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $55,231 |
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 | $138,179 | $161,802-14.6% | $96,564+43.1% | $96,393+43.3% |
| Participation rate | 98.8% | 92.5%+6.3pp | 76.0%+22.8pp | 71.3%+27.5pp |
| Annual return | 22.53% | 18.41%+4.1pp | 25.89%-3.4pp | 22.88%-0.4pp |
| Employer contribution / active EE | $6,698 | $5,381+24.5% | $2,967+125.8% | $3,239+106.8% |
| Participant deferral / active EE | $13,190 | $8,927+47.8% | $4,852+171.9% | $5,455+141.8% |
| Admin fee / account holder | $68 | $61+10.9% | $8,256-99.2% | $74-8.6% |