| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $247,062 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $80,517 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $42,947 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,977 | $102,642+39.3% | $142,562+0.3% | $74,478+92.0% |
| Participation rate | 99.2% | 79.7%+19.4pp | 76.8%+22.4pp | 70.7%+28.4pp |
| Annual return | 12.34% | 20.46%-8.1pp | 20.13%-7.8pp | 34.37%-22.0pp |
| Employer contribution / active EE | $4,600 | $4,956-7.2% | $4,841-5.0% | $2,637+74.5% |
| Participant deferral / active EE | $10,085 | $6,304+60.0% | $6,280+60.6% | $4,530+122.6% |
| Admin fee / account holder | $298 | $187+59.6% | $10,012-97.0% | $347-14.1% |