| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,664,732 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $540,227 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $368,492 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $1,285 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,608 | $103,657-2.9% | $142,562-29.4% | $103,657-2.9% |
| Participation rate | 97.1% | 73.4%+23.7pp | 76.8%+20.3pp | 73.4%+23.7pp |
| Annual return | 18.20% | 33.13%-14.9pp | 20.13%-1.9pp | 33.13%-14.9pp |
| Employer contribution / active EE | $9,101 | $3,216+183.0% | $4,841+88.0% | $3,216+183.0% |
| Participant deferral / active EE | $7,867 | $5,218+50.8% | $6,280+25.3% | $5,218+50.8% |
| Admin fee / account holder | $163 | $114+43.0% | $10,012-98.4% | $114+43.0% |