Filed April 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,178 | $52,346+15.0% | $143,801-58.2% | $78,104-23.0% |
| Participation rate | 94.0% | 72.7%+21.3pp | 80.3%+13.6pp | 74.5%+19.5pp |
| Annual return | -15.16% | -14.19%-1.0pp | -0.04%-15.1pp | 10.90%-26.1pp |
| Employer contribution / active EE | $3,289 | $2,131+54.3% | $4,952-33.6% | $3,128+5.2% |
| Participant deferral / active EE | $5,279 | $3,800+38.9% | $5,639-6.4% | $5,089+3.7% |
| Admin fee / account holder | $41 | $63-36.1% | $14,680-99.7% | $79-48.6% |