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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 | $129,095+12.3% | $184,200-21.3% | $77,671+86.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.78% | 33.29%-19.5pp | 28.80%-15.0pp | 31.21%-17.4pp |
| Employer contribution / active EE | $5,760 | $4,410+30.6% | $6,424-10.3% | $2,726+111.2% |
| Participant deferral / active EE | $611 | $7,300-91.6% | $9,132-93.3% | $4,648-86.9% |
| Admin fee / account holder | $136 | $256-46.6% | $13,907-99.0% | $430-68.3% |