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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $188,820 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $145,971 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $1,537 |
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 | $306,483 | $122,259+150.7% | $147,041+108.4% | $199,874+53.3% |
| Participation rate | 90.1% | 78.3%+11.9pp | 82.2%+8.0pp | 72.0%+18.1pp |
| Annual return | 15.15% | 30.58%-15.4pp | 419.21%-404.1pp | 34.28%-19.1pp |
| Employer contribution / active EE | $13,104 | $4,097+219.8% | $4,935+165.5% | $3,036+331.6% |
| Participant deferral / active EE | $14,773 | $8,504+73.7% | $8,071+83.0% | $5,090+190.2% |
| Admin fee / account holder | $97 | $179-45.6% | $13,006-99.3% | $269-63.8% |