Filed February 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,494 |
CETERA ADVISOR NETWORKS LLC9 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 99 2993 MOMENTUM PL · CHICAGO, IL 60689 | Other Fees | $64,649 |
BPM LLP5 years Service code 10 ONE CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Accounting | $17,655 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,986 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,080 | $106,164+45.1% | $147,041+4.8% | $77,692+98.3% |
| Participation rate | 98.9% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.84% | 56.81%-43.0pp | 419.21%-405.4pp | 31.25%-17.4pp |
| Employer contribution / active EE | $9,974 | $4,066+145.3% | $4,935+102.1% | $2,726+265.9% |
| Participant deferral / active EE | $17,002 | $7,993+112.7% | $8,071+110.7% | $4,648+265.8% |
| Admin fee / account holder | $216 | $338-36.1% | $13,006-98.3% | $431-49.8% |