Filed January 23, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $260,706 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,228 | $103,657-28.4% | $86,681-14.4% | $103,657-28.4% |
| Participation rate | 97.8% | 73.4%+24.4pp | 71.7%+26.0pp | 73.4%+24.4pp |
| Annual return | 19.09% | 33.13%-14.0pp | 593.32%-574.2pp | 33.13%-14.0pp |
| Employer contribution / active EE | $4,330 | $3,216+34.6% | $3,026+43.1% | $3,216+34.6% |
| Participant deferral / active EE | $6,993 | $5,218+34.0% | $4,440+57.5% | $5,218+34.0% |
| Admin fee / account holder | $45 | $114-60.2% | $5,620-99.2% | $114-60.2% |