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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $49,274 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,011 | $129,227+12.2% | $184,256-21.3% | $77,762+86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.78% | 33.24%-19.5pp | 28.85%-15.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $5,760 | $4,412+30.5% | $6,427-10.4% | $2,728+111.1% |
| Participant deferral / active EE | $611 | $7,307-91.6% | $9,133-93.3% | $4,651-86.9% |
| Admin fee / account holder | $136 | $256-46.6% | $13,899-99.0% | $433-68.5% |