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 | $122,219+10.3% | $147,096-8.3% | $199,921-32.6% |
| Participation rate | 99.8% | 78.3%+21.6pp | 82.2%+17.7pp | 72.0%+27.8pp |
| Annual return | 13.26% | 30.59%-17.3pp | 419.75%-406.5pp | 34.28%-21.0pp |
| Employer contribution / active EE | $14,213 | $4,096+247.0% | $4,936+188.0% | $3,035+368.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $52 | $179-70.8% | $13,005-99.6% | $269-80.6% |