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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $592,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $365,588 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,407 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,664 | $118,464+30.6% | $96,564+60.2% | $103,657+49.2% |
| Participation rate | 97.1% | 89.0%+8.1pp | 76.0%+21.1pp | 73.4%+23.7pp |
| Annual return | -8.24% | 18.79%-27.0pp | 25.89%-34.1pp | 33.13%-41.4pp |
| Employer contribution / active EE | $6,077 | $4,210+44.3% | $2,967+104.8% | $3,216+89.0% |
| Participant deferral / active EE | $14,727 | $7,277+102.4% | $4,852+203.5% | $5,218+182.2% |
| Admin fee / account holder | $145 | $81+79.2% | $8,256-98.2% | $114+27.3% |