Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,836 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,314 | $76,696-81.3% | $96,543-85.2% | $71,535-80.0% |
| Participation rate | 79.6% | 66.6%+13.0pp | 74.3%+5.2pp | 67.9%+11.6pp |
| Annual return | 16.74% | 48.32%-31.6pp | 35.75%-19.0pp | 28.97%-12.2pp |
| Employer contribution / active EE | $1,892 | $3,032-37.6% | $3,741-49.4% | $2,590-27.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,292-100.0% |
| Admin fee / account holder | $9 | $2,030-99.6% | $6,737-99.9% | $1,589-99.4% |