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 | $994 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,090 | $59,312+8.1% | $149,740-57.2% | $103,657-38.2% |
| Participation rate | 95.7% | 70.3%+25.4pp | 78.8%+16.9pp | 73.4%+22.3pp |
| Annual return | 17.83% | 78.03%-60.2pp | 134.51%-116.7pp | 33.13%-15.3pp |
| Employer contribution / active EE | $3,492 | $2,187+59.7% | $4,821-27.6% | $3,216+8.6% |
| Participant deferral / active EE | $5,576 | $3,719+49.9% | $5,683-1.9% | $5,218+6.9% |
| Admin fee / account holder | $39 | $103-62.1% | $13,222-99.7% | $114-65.9% |