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 | $18,257 |
Employer contribution per participant 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 | $14,073 | $50,919-72.4% | $155,556-91.0% | $77,762-81.9% |
| Participation rate | 86.4% | 63.1%+23.4pp | 78.2%+8.2pp | 70.6%+15.9pp |
| Annual return | 16.11% | 34.84%-18.7pp | 64.84%-48.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $26 | $1,991-98.7% | $4,675-99.4% | $2,728-99.0% |
| Participant deferral / active EE | $4,676 | $2,824+65.5% | $5,631-17.0% | $4,651+0.5% |
| Admin fee / account holder | $30 | $437-93.1% | $15,885-99.8% | $433-93.0% |