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 | $206,443 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,605 | $136,853+48.8% | $130,231+56.3% | $80,160+154.0% |
| Participation rate | 96.8% | 81.6%+15.1pp | 76.3%+20.5pp | 72.9%+23.8pp |
| Annual return | 17.77% | 22.66%-4.9pp | 38.77%-21.0pp | 40.38%-22.6pp |
| Employer contribution / active EE | $5,957 | $3,395+75.5% | $4,126+44.4% | $2,978+100.0% |
| Participant deferral / active EE | $8,742 | $5,856+49.3% | $6,799+28.6% | $5,017+74.2% |
| Admin fee / account holder | $40 | $184-78.2% | $6,020-99.3% | $145-72.3% |