Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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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 | $22,642 |
Service code 55 3690 ORANGE PL #300 · BEACHWOOD, OH 44122 | Other Commissions | $18,429 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,495 | $89,465-6.7% | $165,100-49.4% | $77,762+7.4% |
| Participation rate | 99.7% | 78.6%+21.0pp | 78.6%+21.1pp | 70.6%+29.1pp |
| Annual return | 10.29% | 28.86%-18.6pp | 70.21%-59.9pp | 31.27%-21.0pp |
| Employer contribution / active EE | $3,060 | $2,565+19.3% | $4,348-29.6% | $2,728+12.2% |
| Participant deferral / active EE | $6,630 | $4,904+35.2% | $6,035+9.9% | $4,651+42.6% |
| Admin fee / account holder | $55 | $340-83.7% | $12,696-99.6% | $433-87.2% |