Filed September 20, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $21,364 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,429 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,297 | $86,692+146.0% | $119,634+78.3% | $66,949+218.6% |
| Participation rate | 98.6% | 75.6%+23.0pp | 79.3%+19.4pp | 69.8%+28.8pp |
| Annual return | -14.36% | -8.00%-6.4pp | -14.98%+0.6pp | 1.57%-15.9pp |
| Employer contribution / active EE | $3,040 | $2,536+19.9% | $4,232-28.2% | $2,545+19.4% |
| Participant deferral / active EE | $7,959 | $4,360+82.5% | $5,601+42.1% | $4,239+87.7% |
| Admin fee / account holder | $20 | $755-97.4% | $10,329-99.8% | $594-96.7% |