Filed April 5, 2018 (most recent of 3 filings on file)
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| 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% | $143,788-58.1% | $78,044-22.9% |
| Participation rate | 94.0% | 72.7%+21.3pp | 80.3%+13.6pp | 74.4%+19.5pp |
| Annual return | -15.16% | -14.19%-1.0pp | -0.03%-15.1pp | 10.87%-26.0pp |
| Employer contribution / active EE | $3,289 | $2,131+54.3% | $4,952-33.6% | $3,125+5.3% |
| Participant deferral / active EE | $5,279 | $3,800+38.9% | $5,638-6.4% | $5,084+3.8% |
| Admin fee / account holder | $41 | $63-36.1% | $14,675-99.7% | $79-48.6% |