Filed November 10, 2014 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $117,203 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $85,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,219 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,038 | $100,272-24.2% | $170,057-55.3% | $74,473+2.1% |
| Participation rate | 94.3% | 87.4%+7.0pp | 87.0%+7.3pp | 70.7%+23.6pp |
| Annual return | 16.81% | 66.12%-49.3pp | 53.42%-36.6pp | 34.36%-17.6pp |
| Employer contribution / active EE | $5,463 | $4,266+28.1% | $6,790-19.5% | $2,638+107.1% |
| Participant deferral / active EE | $3,951 | $7,147-44.7% | $10,411-62.1% | $4,530-12.8% |
| Admin fee / account holder | $259 | $235+10.2% | $12,826-98.0% | $347-25.5% |