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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $5,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $287 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,191 | $91,538-23.3% | $129,995-46.0% | $75,163-6.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.80% | -631.11%+649.9pp | -137.18%+156.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $352 | $2,845-87.6% | $4,320-91.8% | $2,670-86.8% |
| Participant deferral / active EE | $2,053 | $4,341-52.7% | $5,820-64.7% | $4,125-50.2% |
| Admin fee / account holder | $113 | $6,790-98.3% | $10,614-98.9% | $5,651-98.0% |