Filed March 18, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,456 | $68,110-94.9% | $155,556-97.8% | $99,313-96.5% |
| Participation rate | 56.5% | 67.8%-11.3pp | 78.2%-21.8pp | 71.7%-15.2pp |
| Annual return | 8.33% | 16.16%-7.8pp | 64.84%-56.5pp | 17.67%-9.3pp |
| Employer contribution / active EE | $270 | $2,291-88.2% | $4,675-94.2% | $3,264-91.7% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $15,885-100.0% | $109-100.0% |