Filed December 9, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,428 |
Service code 27 4554 38TH AVE S STE A · FARGO, ND 58104 | Advisory (Plan) | $12,010 |
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 | $23,495 | $47,135-50.2% | $149,717-84.3% | $74,440-68.4% |
| Participation rate | 85.2% | 63.4%+21.8pp | 78.8%+6.4pp | 70.7%+14.4pp |
| Annual return | 13.98% | 22.75%-8.8pp | 134.41%-120.4pp | 34.37%-20.4pp |
| Employer contribution / active EE | $2,503 | $1,906+31.3% | $4,820-48.1% | $2,638-5.1% |
| Participant deferral / active EE | $3,454 | $2,728+26.6% | $5,682-39.2% | $4,529-23.7% |
| Admin fee / account holder | $70 | $343-79.7% | $13,213-99.5% | $348-80.0% |