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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $13,091 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,758 | $46,332+37.6% | $143,797-55.7% | $64,824-1.6% |
| Participation rate | 94.7% | 64.2%+30.4pp | 80.3%+14.4pp | 71.5%+23.2pp |
| Annual return | -15.08% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $3,545 | $1,911+85.5% | $4,952-28.4% | $2,507+41.4% |
| Participant deferral / active EE | $5,266 | $2,647+98.9% | $5,638-6.6% | $4,311+22.1% |
| Admin fee / account holder | $152 | $154-0.9% | $14,679-99.0% | $188-18.8% |