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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $647,086 |
Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $120,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $91,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,885 | $67,823-5.8% | $155,602-58.9% | $99,187-35.6% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.2%+14.1pp | 71.7%+20.6pp |
| Annual return | 15.17% | 16.16%-1.0pp | 64.81%-49.6pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,732 | $2,280+19.8% | $4,675-41.6% | $3,262-16.2% |
| Participant deferral / active EE | $3,781 | $3,847-1.7% | $5,629-32.8% | $5,339-29.2% |
| Admin fee / account holder | $123 | $94+31.9% | $15,923-99.2% | $109+13.2% |