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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $280,255 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $189,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,102 | $95,388+150.7% | $125,401+90.7% | $77,906+206.9% |
| Participation rate | 89.2% | 78.6%+10.6pp | 82.4%+6.8pp | 73.7%+15.5pp |
| Annual return | -17.82% | 116.19%-134.0pp | 572.53%-590.3pp | 12.16%-30.0pp |
| Employer contribution / active EE | $10,001 | $3,666+172.8% | $4,816+107.7% | $2,846+251.4% |
| Participant deferral / active EE | $13,156 | $7,711+70.6% | $7,448+76.6% | $4,805+173.8% |
| Admin fee / account holder | $139 | $119+17.3% | $10,008-98.6% | $133+5.2% |