Filed June 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,981 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $17,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,584 | $79,181+27.0% | $102,423-1.8% | $74,429+35.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.69% | 54.97%-39.3pp | 29.42%-13.7pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $3,670 | $2,362+55.4% | $3,023+21.4% | $2,625+39.8% |
| Participant deferral / active EE | $6,745 | $4,416+52.7% | $5,054+33.5% | $4,348+55.1% |
| Admin fee / account holder | $215 | $2,002-89.3% | $9,455-97.7% | $1,944-89.0% |