Filed October 15, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $60,661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,595 | $45,000-34.2% | $143,797-79.4% | $77,906-62.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -14.64% | 29.03%-43.7pp | -0.04%-14.6pp | 12.16%-26.8pp |
| Employer contribution / active EE | $2,252 | $1,870+20.4% | $4,952-54.5% | $2,846-20.9% |
| Participant deferral / active EE | $5,532 | $3,157+75.3% | $5,638-1.9% | $4,805+15.1% |
| Admin fee / account holder | $38 | $98-60.9% | $14,679-99.7% | $133-71.0% |