Filed March 8, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $73,106 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,129 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $171,973 | $107,415+60.1% | $135,998+26.5% | $80,187+114.5% |
| Participation rate | 80.6% | 78.0%+2.6pp | 81.9%-1.3pp | 72.9%+7.7pp |
| Annual return | 13.89% | 91.99%-78.1pp | 68.37%-54.5pp | 40.40%-26.5pp |
| Employer contribution / active EE | $7,592 | $3,878+95.8% | $4,860+56.2% | $2,980+154.8% |
| Participant deferral / active EE | $7,093 | $8,189-13.4% | $7,761-8.6% | $5,016+41.4% |
| Admin fee / account holder | $84 | $127-34.2% | $10,769-99.2% | $145-42.4% |