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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 | $129,159+12.3% | $184,243-21.3% | $77,714+86.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.78% | 33.22%-19.4pp | 28.82%-15.0pp | 31.26%-17.5pp |
| Employer contribution / active EE | $5,760 | $4,410+30.6% | $6,427-10.4% | $2,727+111.2% |
| Participant deferral / active EE | $611 | $7,305-91.6% | $9,132-93.3% | $4,649-86.9% |
| Admin fee / account holder | $136 | $256-46.6% | $13,914-99.0% | $433-68.5% |