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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,975 |
Service code 55 3690 ORANGE PL #300 · BEACHWOOD, OH 44122 | Other Commissions | $15,433 |
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 | $82,730 | $91,406-9.5% | $130,062-36.4% | $74,473+11.1% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+28.9pp |
| Annual return | 11.75% | 23.21%-11.5pp | -137.37%+149.1pp | 34.36%-22.6pp |
| Employer contribution / active EE | $3,214 | $2,565+25.3% | $4,322-25.6% | $2,638+21.8% |
| Participant deferral / active EE | $6,708 | $4,724+42.0% | $5,821+15.2% | $4,530+48.1% |
| Admin fee / account holder | $54 | $283-81.0% | $10,601-99.5% | $347-84.5% |