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 | $128,310 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,541 | $99,269-38.0% | $178,528-65.5% | $99,269-38.0% |
| Participation rate | 97.0% | 71.7%+25.3pp | 77.1%+19.9pp | 71.7%+25.3pp |
| Annual return | 16.64% | 17.66%-1.0pp | 27.11%-10.5pp | 17.66%-1.0pp |
| Employer contribution / active EE | $3,210 | $3,265-1.7% | $3,950-18.8% | $3,265-1.7% |
| Participant deferral / active EE | $5,322 | $5,344-0.4% | $6,278-15.2% | $5,344-0.4% |
| Admin fee / account holder | $12 | $109-89.4% | $10,419-99.9% | $109-89.4% |