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 | $71,618 |
Service code 27 111 CONGRESSIONAL BLVD, ST. 100 · CARMEL, IN 46032 | Advisory (Plan) | $25,990 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,920 | $93,010-44.2% | $96,515-46.2% | $74,460-30.3% |
| Participation rate | 95.0% | 71.6%+23.4pp | 74.3%+20.6pp | 70.7%+24.2pp |
| Annual return | 17.81% | 37.50%-19.7pp | 35.73%-17.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,811 | $3,427+11.2% | $3,740+1.9% | $2,638+44.5% |
| Participant deferral / active EE | $8,530 | $3,971+114.8% | $4,880+74.8% | $4,530+88.3% |
| Admin fee / account holder | $145 | $633-77.0% | $6,735-97.8% | $348-58.2% |