Filed April 13, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $124,869 |
Filed as: EMPOWER FINANCIAL SEERVICES LLC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,854 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,377 | $104,544+53.4% | $96,564+66.1% | $80,187+100.0% |
| Participation rate | 98.8% | 86.4%+12.4pp | 76.0%+22.8pp | 72.9%+25.8pp |
| Annual return | 17.24% | 21.79%-4.5pp | 25.89%-8.6pp | 40.40%-23.2pp |
| Employer contribution / active EE | $2,958 | $3,527-16.2% | $2,967-0.3% | $2,980-0.7% |
| Participant deferral / active EE | $15,132 | $6,170+145.2% | $4,852+211.9% | $5,016+201.7% |
| Admin fee / account holder | $31 | $107-71.3% | $8,256-99.6% | $145-78.8% |