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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $47,241 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $6,017 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $35 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,612 | $110,258-1.5% | $102,460+6.0% | $200,096-45.7% |
| Participation rate | 82.2% | 86.3%-4.1pp | 76.5%+5.7pp | 72.0%+10.1pp |
| Annual return | 12.76% | 35.78%-23.0pp | 29.47%-16.7pp | 34.26%-21.5pp |
| Employer contribution / active EE | $3,854 | $3,605+6.9% | $3,025+27.4% | $3,038+26.9% |
| Participant deferral / active EE | $5,694 | $6,377-10.7% | $5,056+12.6% | $5,090+11.9% |
| Admin fee / account holder | $15 | $122-87.4% | $9,460-99.8% | $269-94.3% |