Filed February 5, 2018
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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 | $4,675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,355 | $81,358-51.6% | $155,556-74.7% | $80,959-51.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.79% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $5,666 | $3,106+82.4% | $4,675+21.2% | $2,757+105.5% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30 | $7,994-99.6% | $15,885-99.8% | $6,925-99.6% |