Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $483,213 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $214,897 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,000 |
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 | $110,863 | $106,087+4.5% | $86,717+27.8% | $78,104+41.9% |
| Participation rate | 99.5% | 89.6%+9.9pp | 76.6%+22.9pp | 74.5%+25.0pp |
| Annual return | -14.98% | -14.87%-0.1pp | 35.97%-51.0pp | 10.90%-25.9pp |
| Employer contribution / active EE | $5,733 | $4,110+39.5% | $2,837+102.1% | $3,128+83.3% |
| Participant deferral / active EE | $9,398 | $6,851+37.2% | $4,657+101.8% | $5,089+84.7% |
| Admin fee / account holder | $78 | $81-4.4% | $7,494-99.0% | $79-1.6% |