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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $112,878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $80,016 | $46,332+72.7% | $143,797-44.4% | $64,824+23.4% |
| Participation rate | 68.7% | 64.2%+4.5pp | 80.3%-11.6pp | 71.5%-2.8pp |
| Annual return | -4.91% | -10.05%+5.1pp | -0.04%-4.9pp | 32.84%-37.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,119 | $2,647+17.8% | $5,638-44.7% | $4,311-27.7% |
| Admin fee / account holder | $182 | $154+18.4% | $14,679-98.8% | $188-3.0% |