Filed February 5, 2021 (most recent of 5 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 | $8,459 |
TBS AGENCY INC4 years Service code 55 · EIN 52-1473914 | Other Commissions | $4,490 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 26-2768667 | Contract Administrator | $1,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,357 | $102,661-54.8% | $151,645-69.4% | $66,949-30.8% |
| Participation rate | 73.3% | 85.5%-12.2pp | 87.5%-14.2pp | 69.8%+3.5pp |
| Annual return | -14.62% | -10.81%-3.8pp | 3.34%-18.0pp | 1.57%-16.2pp |
| Employer contribution / active EE | $2,083 | $4,184-50.2% | $6,165-66.2% | $2,545-18.2% |
| Participant deferral / active EE | $4,257 | $6,645-35.9% | $8,363-49.1% | $4,239+0.4% |
| Admin fee / account holder | $92 | $630-85.5% | $11,614-99.2% | $594-84.6% |