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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $258,824 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,668 | $159,391-48.1% | $102,460-19.3% | $99,313-16.8% |
| Participation rate | 98.8% | 88.6%+10.2pp | 76.5%+22.2pp | 71.7%+27.1pp |
| Annual return | 14.94% | 19.03%-4.1pp | 29.47%-14.5pp | 17.67%-2.7pp |
| Employer contribution / active EE | $4,432 | $4,207+5.4% | $3,025+46.5% | $3,264+35.8% |
| Participant deferral / active EE | $7,201 | $7,498-4.0% | $5,056+42.4% | $5,346+34.7% |
| Admin fee / account holder | $40 | $159-75.1% | $9,460-99.6% | $109-63.7% |