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 CO Service code 15 · EIN 84-0467907 | Recordkeeping | $555,744 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $300,137 |
Service code 16 · EIN 34-1820650 | Consulting | $1,650 |
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 | $170,962 | $159,391+7.3% | $102,460+66.9% | $99,313+72.1% |
| Participation rate | 100.0% | 88.6%+11.4pp | 76.5%+23.5pp | 71.7%+28.3pp |
| Annual return | 35.49% | 19.03%+16.5pp | 29.47%+6.0pp | 17.67%+17.8pp |
| Employer contribution / active EE | $6,562 | $4,207+56.0% | $3,025+116.9% | $3,264+101.0% |
| Participant deferral / active EE | $10,169 | $7,498+35.6% | $5,056+101.1% | $5,346+90.2% |
| Admin fee / account holder | $89 | $159-44.0% | $9,460-99.1% | $109-18.4% |