Filed April 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $107,292 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,264 | $50,902-7.1% | $155,534-69.6% | $77,736-39.2% |
| Participation rate | 44.3% | 63.1%-18.8pp | 78.2%-33.9pp | 70.6%-26.3pp |
| Annual return | 10.81% | 34.85%-24.0pp | 64.92%-54.1pp | 31.26%-20.4pp |
| Employer contribution / active EE | $894 | $1,991-55.1% | $4,675-80.9% | $2,728-67.2% |
| Participant deferral / active EE | $2,147 | $2,824-24.0% | $5,630-61.9% | $4,651-53.8% |
| Admin fee / account holder | $164 | $437-62.5% | $15,900-99.0% | $433-62.2% |