Filed April 8, 2021 (most recent of 2 filings on file)
Total covered: 118 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,073 | $80,992+80.4% | $96,564+51.3% | $75,184+94.3% |
| Participation rate | 72.5% | 71.8%+0.7pp | 76.0%-3.5pp | 67.2%+5.3pp |
| Annual return | 17.77% | 27.06%-9.3pp | 25.89%-8.1pp | 160.78%-143.0pp |
| Employer contribution / active EE | $36 | $2,283-98.4% | $2,967-98.8% | $2,671-98.7% |
| Participant deferral / active EE | $2,202 | $3,929-44.0% | $4,852-54.6% | $4,127-46.6% |
| Admin fee / account holder | $7 | $6,717-99.9% | $8,256-99.9% | $5,652-99.9% |