Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADIVSORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $276,521 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $35,578 |
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 | $35,229 | $49,468-28.8% | $150,298-76.6% | $103,975-66.1% |
| Participation rate | 94.0% | 58.1%+35.8pp | 77.8%+16.2pp | 72.5%+21.4pp |
| Annual return | 17.93% | 38.98%-21.0pp | 62.79%-44.9pp | 19.41%-1.5pp |
| Employer contribution / active EE | $1,843 | $1,670+10.4% | $4,154-55.6% | $3,722-50.5% |
| Participant deferral / active EE | $3,347 | $2,650+26.3% | $5,453-38.6% | $5,343-37.4% |
| Admin fee / account holder | $149 | $385-61.2% | $14,116-98.9% | $332-55.1% |