Filed June 8, 2016
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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 | $49,363 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $14,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,439 | $76,112+10.9% | $96,544-12.5% | $71,529+18.0% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.3pp |
| Annual return | 21.20% | 22.80%-1.6pp | 25.88%-4.7pp | 28.97%-7.8pp |
| Employer contribution / active EE | $3,642 | $2,248+62.0% | $2,966+22.8% | $2,590+40.6% |
| Participant deferral / active EE | $6,272 | $4,217+48.7% | $4,851+29.3% | $4,291+46.1% |
| Admin fee / account holder | $287 | $2,708-89.4% | $8,254-96.5% | $1,588-82.0% |