Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $19,200 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,195 | $47,180-78.4% | $149,723-93.2% | $74,473-86.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 30.34% | 22.75%+7.6pp | 134.50%-104.2pp | 34.36%-4.0pp |
| Employer contribution / active EE | $10 | $1,907-99.5% | $4,821-99.8% | $2,638-99.6% |
| Participant deferral / active EE | $4,913 | $2,730+79.9% | $5,682-13.5% | $4,530+8.5% |
| Admin fee / account holder | $27 | $343-92.1% | $13,215-99.8% | $347-92.1% |