Filed February 2, 2017
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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 | $75,019 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $47,078 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,018 | $191,300+7.2% | $103,065+98.9% | $200,096+2.5% |
| Participation rate | 97.8% | 93.4%+4.4pp | 80.6%+17.2pp | 72.0%+25.8pp |
| Annual return | 15.71% | 15.75%0pp | 23.95%-8.2pp | 34.26%-18.5pp |
| Employer contribution / active EE | $9,695 | $6,666+45.4% | $4,675+107.4% | $3,038+219.2% |
| Participant deferral / active EE | $16,341 | $10,452+56.3% | $6,625+146.6% | $5,090+221.0% |
| Admin fee / account holder | $93 | $115-19.0% | $9,349-99.0% | $269-65.4% |