Filed May 15, 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 64 · EIN 84-0467907 | Recordkeeping Fees | $22,032 |
HAYS COMPANIES3 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $17,947 |
Service code 13 · EIN 41-0955056 | Contract Administrator | $13,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $451 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,607 | $65,428-57.8% | $169,397-83.7% | $71,529-61.4% |
| Participation rate | 92.1% | 66.9%+25.2pp | 77.2%+14.9pp | 67.9%+24.2pp |
| Annual return | 17.25% | 21.35%-4.1pp | 406.23%-389.0pp | 28.97%-11.7pp |
| Employer contribution / active EE | $2,784 | $2,064+34.9% | $4,013-30.6% | $2,590+7.5% |
| Participant deferral / active EE | $4,180 | $4,360-4.1% | $6,223-32.8% | $4,291-2.6% |
| Admin fee / account holder | $199 | $1,328-85.0% | $9,017-97.8% | $1,588-87.4% |