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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 | $106,230+139.8% | $147,080+73.2% | $77,736+227.7% |
| Participation rate | 94.5% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 12.10% | 56.91%-44.8pp | 420.17%-408.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $7,823 | $4,072+92.1% | $4,933+58.6% | $2,728+186.8% |
| Participant deferral / active EE | $11,157 | $8,001+39.5% | $8,066+38.3% | $4,651+139.9% |
| Admin fee / account holder | $433 | $338+27.8% | $12,989-96.7% | $433-0.2% |