Filed December 10, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,791 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,599 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,441 | $50,919-48.1% | $155,556-83.0% | $77,762-66.0% |
| Participation rate | 86.3% | 63.1%+23.2pp | 78.2%+8.1pp | 70.6%+15.7pp |
| Annual return | 15.13% | 34.84%-19.7pp | 64.84%-49.7pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,684 | $1,991-15.4% | $4,675-64.0% | $2,728-38.3% |
| Participant deferral / active EE | $2,289 | $2,824-19.0% | $5,631-59.3% | $4,651-50.8% |
| Admin fee / account holder | $48 | $437-89.0% | $15,885-99.7% | $433-88.9% |