Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $442,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $125,289 |
FIDUCIENT ADVISORS LLC2 years Service code 50 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Direct Payment | $81,000 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 2001 ROSS AVE STE 1800 · DALLAS, TX 75201 | Accounting | $38,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,323 | $118,464-1.0% | $96,564+21.5% | $103,657+13.2% |
| Participation rate | 98.3% | 89.0%+9.3pp | 76.0%+22.4pp | 73.4%+25.0pp |
| Annual return | 18.00% | 18.79%-0.8pp | 25.89%-7.9pp | 33.13%-15.1pp |
| Employer contribution / active EE | $4,203 | $4,210-0.2% | $2,967+41.7% | $3,216+30.7% |
| Participant deferral / active EE | $8,264 | $7,277+13.6% | $4,852+70.3% | $5,218+58.4% |
| Admin fee / account holder | $92 | $81+13.2% | $8,256-98.9% | $114-19.6% |