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 | $76,077 |
Participant contribution per participant 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 | $47,936 | $122,585-60.9% | $184,256-74.0% | $200,096-76.0% |
| Participation rate | 97.0% | 86.9%+10.1pp | 86.8%+10.2pp | 72.0%+25.0pp |
| Annual return | 14.13% | 144.12%-130.0pp | 28.85%-14.7pp | 34.26%-20.1pp |
| Employer contribution / active EE | $2,079 | $4,571-54.5% | $6,427-67.7% | $3,038-31.6% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $29 | $120-76.1% | $13,899-99.8% | $269-89.3% |