Filed April 4, 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 | $38,069 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
Service code 60 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,130 | $65,208-13.9% | $90,796-38.2% | $71,012-21.0% |
| Participation rate | 91.6% | 54.6%+37.0pp | 69.5%+22.2pp | 58.6%+33.1pp |
| Annual return | 11.44% | 18.25%-6.8pp | 19.29%-7.9pp | 37.67%-26.2pp |
| Employer contribution / active EE | $2,034 | $1,855+9.7% | $2,294-11.3% | $2,348-13.4% |
| Participant deferral / active EE | $4,925 | $2,737+79.9% | $3,822+28.9% | $3,246+51.7% |
| Admin fee / account holder | $134 | $1,639-91.8% | $7,024-98.1% | $1,167-88.5% |