Filed August 31, 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 15 · EIN 84-0467907 | Recordkeeping | $107,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,836 | $122,128+10.4% | $147,117-8.3% | $200,096-32.6% |
| Participation rate | 99.8% | 78.2%+21.7pp | 82.2%+17.6pp | 72.0%+27.8pp |
| Annual return | 13.26% | 30.58%-17.3pp | 420.54%-407.3pp | 34.26%-21.0pp |
| Employer contribution / active EE | $14,213 | $4,093+247.3% | $4,932+188.2% | $3,038+367.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $52 | $180-70.9% | $12,993-99.6% | $269-80.6% |