Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $134,007 |
Service code 16 · EIN 34-1820650 | Consulting | $1,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,995 | $130,052+9.2% | $86,717+63.7% | $77,906+82.3% |
| Participation rate | 97.7% | 85.9%+11.7pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -15.54% | -12.73%-2.8pp | 35.97%-51.5pp | 12.16%-27.7pp |
| Employer contribution / active EE | $2,524 | $3,214-21.5% | $2,837-11.0% | $2,846-11.3% |
| Participant deferral / active EE | $13,706 | $5,741+138.7% | $4,657+194.3% | $4,805+185.2% |
| Admin fee / account holder | $31 | $132-76.3% | $7,494-99.6% | $133-76.4% |