Filed February 21, 2020 (most recent of 2 filings on file)
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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 | $308,492 |
KPMG LLP7 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $46,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,600 |
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 | $143,807 | $121,599+18.3% | $135,998+5.7% | $103,657+38.7% |
| Participation rate | 95.4% | 76.2%+19.2pp | 81.9%+13.4pp | 73.4%+22.0pp |
| Annual return | 22.97% | 26.09%-3.1pp | 68.37%-45.4pp | 33.13%-10.2pp |
| Employer contribution / active EE | $2,873 | $4,627-37.9% | $4,860-40.9% | $3,216-10.7% |
| Participant deferral / active EE | $9,512 | $7,782+22.2% | $7,761+22.6% | $5,218+82.3% |
| Admin fee / account holder | $35 | $76-53.4% | $10,769-99.7% | $114-69.1% |