| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $119,240 |
Filed as: MELLON INVESTMETNS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $10,733 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $4,524 |
Filed as: JPMORGAN CHASE BANK NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $1,911 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $188 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,080 | $331,159-10.0% | $112,504+165.0% | $74,478+300.2% |
| Participation rate | 0.0% | 81.4%-81.4pp | 80.6%-80.6pp | 70.7%-70.7pp |
| Annual return | 16.62% | 21.62%-5.0pp | 34.13%-17.5pp | 34.37%-17.7pp |
| Employer contribution / active EE | $5,428 | $5,469-0.7% | $4,571+18.7% | $2,637+105.9% |
| Participant deferral / active EE | $20,775 | $8,097+156.6% | $6,522+218.5% | $4,530+358.6% |
| Admin fee / account holder | $221 | $281-21.2% | $7,048-96.9% | $347-36.2% |