Filed January 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $70,058 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,889 | $55,470+195.5% | $155,556+5.4% | $74,478+120.1% |
| Participation rate | 93.2% | 61.9%+31.3pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 47.90% | 269.80%-221.9pp | 64.84%-16.9pp | 1370.56%-1322.7pp |
| Employer contribution / active EE | $8,678 | $2,267+282.9% | $4,675+85.6% | $2,626+230.4% |
| Participant deferral / active EE | $12,646 | $2,838+345.6% | $5,631+124.6% | $4,350+190.7% |
| Admin fee / account holder | $316 | $1,744-81.9% | $15,885-98.0% | $1,946-83.8% |