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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 | $91,621+22.1% | $67,511+65.7% | $77,671+44.0% |
| Participation rate | 92.0% | 76.0%+16.0pp | 72.9%+19.1pp | 70.6%+21.4pp |
| Annual return | 13.08% | 14.87%-1.8pp | 3517.41%-3504.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $5,271 | $3,184+65.6% | $2,733+92.9% | $2,726+93.3% |
| Participant deferral / active EE | $5,105 | $3,906+30.7% | $4,000+27.6% | $4,648+9.8% |
| Admin fee / account holder | $48 | $176-72.6% | $3,999-98.8% | $430-88.8% |