Filed April 18, 2017 (most recent of 5 filings on file)
Total covered: 274 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $410 |
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 | $149,992 | $112,711+33.1% | $170,055-11.8% | $80,187+87.1% |
| Participation rate | 89.6% | 87.4%+2.2pp | 87.0%+2.6pp | 72.9%+16.6pp |
| Annual return | 17.48% | 67.06%-49.6pp | 53.43%-35.9pp | 40.40%-22.9pp |
| Employer contribution / active EE | $2,959 | $4,488-34.1% | $6,790-56.4% | $2,980-0.7% |
| Participant deferral / active EE | $6,801 | $7,861-13.5% | $10,410-34.7% | $5,016+35.6% |
| Admin fee / account holder | $0 | $99-99.9% | $12,828-100.0% | $145-99.9% |