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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $273,958 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $100,752 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $13,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,088 | $107,415+182.2% | $135,974+122.9% | $80,157+278.1% |
| Participation rate | 87.7% | 78.0%+9.7pp | 81.9%+5.8pp | 72.9%+14.8pp |
| Annual return | 17.98% | 91.99%-74.0pp | 68.30%-50.3pp | 40.39%-22.4pp |
| Employer contribution / active EE | $6,428 | $3,878+65.7% | $4,859+32.3% | $2,977+115.9% |
| Participant deferral / active EE | $15,122 | $8,189+84.7% | $7,760+94.9% | $5,015+201.5% |
| Admin fee / account holder | $93 | $127-26.9% | $10,767-99.1% | $145-36.0% |