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 · EIN 84-0467907 | Recordkeeping | $110,394 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,055 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,952 | $110,258+60.5% | $102,460+72.7% | $200,096-11.6% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+21.0pp | 72.0%+25.5pp |
| Annual return | 14.50% | 35.78%-21.3pp | 29.47%-15.0pp | 34.26%-19.8pp |
| Employer contribution / active EE | $3,009 | $3,605-16.5% | $3,025-0.5% | $3,038-0.9% |
| Participant deferral / active EE | $14,248 | $6,377+123.4% | $5,056+181.8% | $5,090+179.9% |
| Admin fee / account holder | $29 | $122-76.5% | $9,460-99.7% | $269-89.3% |