Filed April 5, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,826 | $71,057-69.3% | $93,654-76.7% | $80,874-73.0% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 12.22% | 11.26%+1.0pp | 133.34%-121.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $465 | $1,564-70.3% | $2,421-80.8% | $2,756-83.1% |
| Participant deferral / active EE | $1,394 | $4,034-65.5% | $4,413-68.4% | $4,297-67.6% |
| Admin fee / account holder | $2,081 | $6,944-70.0% | $8,282-74.9% | $6,935-70.0% |