Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,876 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,658 | $55,470+3.9% | $155,556-62.9% | $74,478-22.6% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 11.09% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $1,279 | $2,267-43.6% | $4,675-72.6% | $2,626-51.3% |
| Participant deferral / active EE | $3,176 | $2,838+11.9% | $5,631-43.6% | $4,350-27.0% |
| Admin fee / account holder | $29 | $1,744-98.3% | $15,885-99.8% | $1,946-98.5% |