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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 | $76,172+161.3% | $81,286+144.9% | $199,921-0.4% |
| Participation rate | 97.0% | 76.2%+20.8pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 13.06% | 15.59%-2.5pp | 24.80%-11.7pp | 34.28%-21.2pp |
| Employer contribution / active EE | $6,711 | $2,800+139.7% | $2,463+172.5% | $3,035+121.1% |
| Participant deferral / active EE | $8,551 | $4,200+103.6% | $3,883+120.2% | $5,089+68.0% |
| Admin fee / account holder | $155 | $146+6.1% | $5,764-97.3% | $269-42.4% |