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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $231,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,250 |
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 | $199,055 | $76,209+161.2% | $81,370+144.6% | $200,096-0.5% |
| Participation rate | 97.0% | 76.4%+20.6pp | 69.5%+27.4pp | 72.0%+25.0pp |
| Annual return | 13.06% | 15.55%-2.5pp | 24.85%-11.8pp | 34.26%-21.2pp |
| Employer contribution / active EE | $6,711 | $2,807+139.1% | $2,464+172.4% | $3,038+120.9% |
| Participant deferral / active EE | $8,551 | $4,210+103.1% | $3,885+120.1% | $5,090+68.0% |
| Admin fee / account holder | $155 | $146+6.2% | $5,749-97.3% | $269-42.4% |