Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $265,261 |
PLANTE & MORAN, PLLC10+ years Service code 15 · EIN 38-1357951 | Recordkeeping | $14,250 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,774 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,429 | $53,204-56.0% | $155,556-84.9% | $200,096-88.3% |
| Participation rate | 95.8% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.7pp |
| Annual return | 12.91% | 41.02%-28.1pp | 64.84%-51.9pp | 34.26%-21.4pp |
| Employer contribution / active EE | $1,562 | $1,850-15.6% | $4,675-66.6% | $3,038-48.6% |
| Participant deferral / active EE | $2,937 | $3,163-7.2% | $5,631-47.8% | $5,090-42.3% |
| Admin fee / account holder | $102 | $186-45.1% | $15,885-99.4% | $269-62.1% |