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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $606,193 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $355,412 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $187,718 | $110,258+70.3% | $102,460+83.2% | $200,096-6.2% |
| Participation rate | 97.7% | 86.3%+11.4pp | 76.5%+21.2pp | 72.0%+25.6pp |
| Annual return | 13.54% | 35.78%-22.2pp | 29.47%-15.9pp | 34.26%-20.7pp |
| Employer contribution / active EE | $6,369 | $3,605+76.7% | $3,025+110.5% | $3,038+109.7% |
| Participant deferral / active EE | $16,388 | $6,377+157.0% | $5,056+224.1% | $5,090+222.0% |
| Admin fee / account holder | $153 | $122+24.9% | $9,460-98.4% | $269-43.3% |