Filed November 27, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $480,561 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,139 | $53,204+63.8% | $155,556-44.0% | $200,096-56.5% |
| Participation rate | 93.0% | 64.1%+28.9pp | 78.2%+14.7pp | 72.0%+21.0pp |
| Annual return | 22.44% | 41.02%-18.6pp | 64.84%-42.4pp | 34.26%-11.8pp |
| Employer contribution / active EE | $2,857 | $1,850+54.4% | $4,675-38.9% | $3,038-6.0% |
| Participant deferral / active EE | $4,796 | $3,163+51.6% | $5,631-14.8% | $5,090-5.8% |
| Admin fee / account holder | $105 | $186-43.2% | $15,885-99.3% | $269-60.8% |