Filed April 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $148,820 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $78,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,371 | $84,993-44.3% | $129,995-63.6% | $80,160-40.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 78.5%-28.4pp | 72.9%-22.9pp |
| Annual return | 23.51% | 23.76%-0.3pp | -137.18%+160.7pp | 40.38%-16.9pp |
| Employer contribution / active EE | $1,380 | $3,051-54.8% | $4,320-68.0% | $2,978-53.6% |
| Participant deferral / active EE | $2,766 | $4,984-44.5% | $5,820-52.5% | $5,017-44.9% |
| Admin fee / account holder | $265 | $391-32.1% | $10,614-97.5% | $145+83.0% |