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 | $71,805 |
Employer contribution per participant 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 | $102,776 | $122,128-15.8% | $147,117-30.1% | $200,096-48.6% |
| Participation rate | 87.9% | 78.2%+9.8pp | 82.2%+5.8pp | 72.0%+15.9pp |
| Annual return | 14.34% | 30.58%-16.2pp | 420.54%-406.2pp | 34.26%-19.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,932-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,513 | $8,484+12.1% | $8,065+18.0% | $5,090+86.9% |
| Admin fee / account holder | $42 | $180-76.6% | $12,993-99.7% | $269-84.4% |