Filed January 21, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $228,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,674 | $148,970+42.8% | $136,007+56.4% | $199,593+6.6% |
| Participation rate | 97.7% | 79.4%+18.3pp | 76.5%+21.2pp | 72.0%+25.7pp |
| Annual return | 13.55% | 27.07%-13.5pp | 579.32%-565.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $6,281 | $3,561+76.4% | $4,217+49.0% | $3,034+107.0% |
| Participant deferral / active EE | $9,141 | $6,140+48.9% | $7,025+30.1% | $5,087+79.7% |
| Admin fee / account holder | $43 | $144-69.8% | $6,858-99.4% | $269-83.8% |