Filed December 1, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,541 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $42,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,447 | $60,261-9.6% | $81,783-33.4% | $74,546-27.0% |
| Participation rate | 93.1% | 62.9%+30.3pp | 72.4%+20.8pp | 67.2%+25.9pp |
| Annual return | 15.28% | 16.88%-1.6pp | 775.05%-759.8pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $4,872 | $2,622+85.9% | $2,913+67.3% | $2,624+85.7% |
| Participant deferral / active EE | $8,226 | $3,388+142.8% | $4,320+90.4% | $4,347+89.2% |
| Admin fee / account holder | $223 | $1,482-85.0% | $7,380-97.0% | $1,944-88.5% |