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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $923,992 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $3,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,216 |
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 | $113,734 | $78,044+45.7% | $159,991-28.9% | $78,044+45.7% |
| Participation rate | 93.1% | 74.4%+18.6pp | 78.0%+15.1pp | 74.4%+18.6pp |
| Annual return | -15.57% | 10.87%-26.4pp | 408.82%-424.4pp | 10.87%-26.4pp |
| Employer contribution / active EE | $5,937 | $3,125+90.0% | $4,225+40.5% | $3,125+90.0% |
| Participant deferral / active EE | $9,737 | $5,084+91.5% | $6,183+57.5% | $5,084+91.5% |
| Admin fee / account holder | $107 | $79+35.6% | $8,715-98.8% | $79+35.6% |