Filed September 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,905 | $44,980-49.1% | $85,063-73.1% | $77,692-70.5% |
| Participation rate | 33.6% | 48.6%-15.0pp | 67.5%-33.9pp | 70.6%-37.0pp |
| Annual return | 11.98% | 79.13%-67.2pp | 66.54%-54.6pp | 31.25%-19.3pp |
| Employer contribution / active EE | $523 | $1,607-67.5% | $2,727-80.8% | $2,726-80.8% |
| Participant deferral / active EE | $787 | $2,804-71.9% | $4,523-82.6% | $4,648-83.1% |
| Admin fee / account holder | $120 | $911-86.9% | $6,155-98.1% | $431-72.2% |