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 | $12,585 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,821 |
Annual investment return 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 | $59,562 | $140,800-57.7% | $89,340-33.3% | $79,634-25.2% |
| Participation rate | 90.8% | 61.9%+28.9pp | 69.6%+21.3pp | 62.5%+28.4pp |
| Annual return | 4.54% | 17.84%-13.3pp | 20.57%-16.0pp | 36.46%-31.9pp |
| Employer contribution / active EE | $803 | $2,021-60.2% | $2,231-64.0% | $2,529-68.2% |
| Participant deferral / active EE | $1,765 | $3,219-45.2% | $3,823-53.8% | $3,835-54.0% |
| Admin fee / account holder | $47 | $1,610-97.1% | $6,704-99.3% | $1,002-95.3% |