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 | $331,805 |
KPMG LLP8 years Service code 10 PO BOX 120608 · DALLAS, TX 753120608 | Accounting | $48,300 |
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 | $164,017 | $119,626+37.1% | $147,041+11.5% | $99,187+65.4% |
| Participation rate | 94.0% | 73.4%+20.6pp | 82.2%+11.9pp | 71.7%+22.4pp |
| Annual return | 16.52% | 28.81%-12.3pp | 419.21%-402.7pp | 17.66%-1.1pp |
| Employer contribution / active EE | $3,056 | $4,152-26.4% | $4,935-38.1% | $3,262-6.3% |
| Participant deferral / active EE | $10,158 | $7,997+27.0% | $8,071+25.9% | $5,339+90.3% |
| Admin fee / account holder | $38 | $150-74.4% | $13,006-99.7% | $109-64.9% |