Filed September 1, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $176,258 |
LINSCO/PRIVATE LEDGER CORP5 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92150 | Other Commissions | $116,068 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,693 |
WATKINS ROSS2 years Filed as: WATKINS, ROSS & CO Service code 13 200 OTTAWA AVE NW STE 600 · GRAND RAPIDS, MI 49503 | Contract Administrator | $19,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,484 |
Service code 10 3328 WASHINGTON ROAD · MCMURRAY, PA 15317 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,584 | $106,264+15.4% | $147,117-16.7% | $77,762+57.6% |
| Participation rate | 95.0% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 15.49% | 56.94%-41.4pp | 420.54%-405.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $3,288 | $4,074-19.3% | $4,932-33.3% | $2,728+20.5% |
| Participant deferral / active EE | $7,358 | $8,003-8.1% | $8,065-8.8% | $4,651+58.2% |
| Admin fee / account holder | $375 | $334+12.2% | $12,993-97.1% | $433-13.3% |