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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $74,023 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $3,242 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,345 | $106,110+102.9% | $147,005+46.5% | $77,671+177.3% |
| Participation rate | 88.6% | 78.4%+10.2pp | 82.2%+6.5pp | 70.6%+18.0pp |
| Annual return | 16.50% | 56.77%-40.3pp | 418.76%-402.3pp | 31.21%-14.7pp |
| Employer contribution / active EE | $4,232 | $4,065+4.1% | $4,934-14.2% | $2,726+55.2% |
| Participant deferral / active EE | $8,998 | $7,992+12.6% | $8,070+11.5% | $4,648+93.6% |
| Admin fee / account holder | $78 | $338-76.9% | $13,006-99.4% | $430-81.8% |