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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $191,718 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $58,614 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,726 | $106,110+140.1% | $147,005+73.3% | $77,671+228.0% |
| Participation rate | 94.5% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 12.10% | 56.77%-44.7pp | 418.76%-406.7pp | 31.21%-19.1pp |
| Employer contribution / active EE | $7,823 | $4,065+92.5% | $4,934+58.6% | $2,726+186.9% |
| Participant deferral / active EE | $11,157 | $7,992+39.6% | $8,070+38.3% | $4,648+140.0% |
| Admin fee / account holder | $433 | $338+28.1% | $13,006-96.7% | $430+0.5% |