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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $40,164 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,833 | $91,692+22.0% | $67,561+65.5% | $77,714+43.9% |
| Participation rate | 92.0% | 76.0%+15.9pp | 72.9%+19.1pp | 70.6%+21.4pp |
| Annual return | 13.08% | 14.88%-1.8pp | 3525.44%-3512.4pp | 31.26%-18.2pp |
| Employer contribution / active EE | $5,271 | $3,188+65.3% | $2,735+92.7% | $2,727+93.3% |
| Participant deferral / active EE | $5,105 | $3,912+30.5% | $4,003+27.5% | $4,649+9.8% |
| Admin fee / account holder | $48 | $245-80.3% | $4,006-98.8% | $433-88.9% |