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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 | $106,247+102.7% | $147,096+46.4% | $77,714+177.1% |
| Participation rate | 88.6% | 78.4%+10.2pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 16.50% | 56.87%-40.4pp | 419.75%-403.2pp | 31.26%-14.8pp |
| Employer contribution / active EE | $4,232 | $4,069+4.0% | $4,936-14.3% | $2,727+55.2% |
| Participant deferral / active EE | $8,998 | $7,996+12.5% | $8,071+11.5% | $4,649+93.5% |
| Admin fee / account holder | $78 | $338-76.9% | $13,005-99.4% | $433-82.0% |