Filed November 29, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $16,390 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,016 | $61,391+5.9% | $149,723-56.6% | $71,529-9.1% |
| Participation rate | 61.8% | 62.5%-0.7pp | 78.8%-17.0pp | 67.9%-6.1pp |
| Annual return | 15.86% | 35.88%-20.0pp | 134.50%-118.6pp | 28.97%-13.1pp |
| Employer contribution / active EE | $1,237 | $2,384-48.1% | $4,821-74.3% | $2,590-52.2% |
| Participant deferral / active EE | $2,976 | $2,921+1.9% | $5,682-47.6% | $4,291-30.6% |
| Admin fee / account holder | $21 | $1,264-98.3% | $13,215-99.8% | $1,588-98.7% |