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 | $65,191-13.9% | $90,312-37.8% | $65,191-13.9% |
| Participation rate | 91.6% | 63.0%+28.6pp | 72.9%+18.7pp | 63.0%+28.6pp |
| Annual return | 11.44% | 51.24%-39.8pp | 18.90%-7.5pp | 51.24%-39.8pp |
| Employer contribution / active EE | $2,034 | $2,400-15.3% | $2,243-9.3% | $2,400-15.3% |
| Participant deferral / active EE | $4,925 | $2,671+84.3% | $3,749+31.4% | $2,671+84.3% |
| Admin fee / account holder | $134 | $907-85.2% | $8,248-98.4% | $907-85.2% |