Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,624 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,996 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,362 | $83,023-26.1% | $102,437-40.1% | $77,762-21.1% |
| Participation rate | 95.9% | 71.5%+24.3pp | 74.5%+21.4pp | 70.6%+25.3pp |
| Annual return | 17.06% | 19.12%-2.1pp | 24.95%-7.9pp | 31.27%-14.2pp |
| Employer contribution / active EE | $3,863 | $3,552+8.7% | $3,871-0.2% | $2,728+41.6% |
| Participant deferral / active EE | $8,971 | $4,110+118.3% | $5,060+77.3% | $4,651+92.9% |
| Admin fee / account holder | $153 | $639-76.0% | $8,388-98.2% | $433-64.6% |