Filed September 2, 2016
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $109,882 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,042 | $103,482-45.8% | $169,368-66.9% | $103,482-45.8% |
| Participation rate | 95.3% | 73.3%+22.1pp | 77.1%+18.2pp | 73.3%+22.1pp |
| Annual return | 20.72% | 33.11%-12.4pp | 405.60%-384.9pp | 33.11%-12.4pp |
| Employer contribution / active EE | $3,029 | $3,208-5.6% | $4,013-24.5% | $3,208-5.6% |
| Participant deferral / active EE | $5,045 | $5,207-3.1% | $6,221-18.9% | $5,207-3.1% |
| Admin fee / account holder | $11 | $114-90.4% | $9,003-99.9% | $114-90.4% |