Filed September 12, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $38,331 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,567 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,107 | $89,436+72.3% | $164,813-6.5% | $77,643+98.5% |
| Participation rate | 91.0% | 78.6%+12.3pp | 78.6%+12.4pp | 70.6%+20.4pp |
| Annual return | 11.20% | 28.83%-17.6pp | 69.93%-58.7pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,924 | $2,569+13.8% | $4,341-32.6% | $2,726+7.3% |
| Participant deferral / active EE | $7,335 | $4,897+49.8% | $6,031+21.6% | $4,647+57.8% |
| Admin fee / account holder | $67 | $339-80.2% | $12,690-99.5% | $430-84.4% |