Filed March 12, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,874 |
Filed as: INTERGRATED WEALTH CONCEPTS LLC Service code 27 500 5TH AVE STE 3 · WALTHAM, MA 02451 | Advisory (Plan) | $21,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,401 | $47,180-44.0% | $149,723-82.4% | $74,473-64.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.73% | 22.75%-4.0pp | 134.50%-115.8pp | 34.36%-15.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,252 | $2,730+92.4% | $5,682-7.6% | $4,530+15.9% |
| Admin fee / account holder | $130 | $343-62.2% | $13,215-99.0% | $347-62.6% |