Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $507,649 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $229,540 |
Service code 16 · EIN 34-1820650 | 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 | $131,261 | $118,464+10.8% | $96,564+35.9% | $103,657+26.6% |
| Participation rate | 99.5% | 89.0%+10.5pp | 76.0%+23.6pp | 73.4%+26.2pp |
| Annual return | 19.54% | 18.79%+0.8pp | 25.89%-6.3pp | 33.13%-13.6pp |
| Employer contribution / active EE | $6,019 | $4,210+43.0% | $2,967+102.9% | $3,216+87.2% |
| Participant deferral / active EE | $9,466 | $7,277+30.1% | $4,852+95.1% | $5,218+81.4% |
| Admin fee / account holder | $80 | $81-1.5% | $8,256-99.0% | $114-30.0% |