Filed April 16, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $762,765 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $466,184 |
AON CONSULTING8+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $56,426 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $48,706 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
DIRECT PATH5 years Service code 13 120 18TH STREET S. · BIRMINGHAM, AK 35233 | Contract Administrator | $2,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,322 | $185,545-68.6% | $90,767-35.7% | $89,433-34.8% |
| Participation rate | 92.4% | 85.0%+7.4pp | 75.7%+16.7pp | 71.3%+21.1pp |
| Annual return | -14.07% | -13.56%-0.5pp | -12.16%-1.9pp | -11.88%-2.2pp |
| Employer contribution / active EE | $1,591 | $7,210-77.9% | $2,922-45.6% | $3,021-47.3% |
| Participant deferral / active EE | $4,487 | $9,550-53.0% | $4,565-1.7% | $5,125-12.4% |
| Admin fee / account holder | $33 | $100-66.9% | $8,445-99.6% | $79-58.3% |