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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $185,969 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $149,110 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $1,676 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,339 | $107,415+159.1% | $135,998+104.7% | $80,187+247.1% |
| Participation rate | 89.9% | 78.0%+11.9pp | 81.9%+8.0pp | 72.9%+17.0pp |
| Annual return | 19.08% | 91.99%-72.9pp | 68.37%-49.3pp | 40.40%-21.3pp |
| Employer contribution / active EE | $11,433 | $3,878+194.8% | $4,860+135.3% | $2,980+283.7% |
| Participant deferral / active EE | $14,846 | $8,189+81.3% | $7,761+91.3% | $5,016+196.0% |
| Admin fee / account holder | $98 | $127-22.5% | $10,769-99.1% | $145-32.1% |