Filed January 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $130,380 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 · EIN 59-1237041 | Recordkeeping | $72,469 |
Filed as: P&M HOLDING GROUP LLP DBA PLANTE & Service code 10 · EIN 38-1357951 | Accounting | $9,600 |
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,209 |
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 | $22,604 | $43,236-47.7% | $82,763-72.7% | $77,906-71.0% |
| Participation rate | 93.1% | 64.2%+28.9pp | 72.6%+20.6pp | 73.7%+19.4pp |
| Annual return | -15.91% | 2.40%-18.3pp | 702.45%-718.4pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,308 | $1,924-32.0% | $3,008-56.5% | $2,846-54.0% |
| Participant deferral / active EE | $2,715 | $3,069-11.6% | $4,395-38.2% | $4,805-43.5% |
| Admin fee / account holder | $98 | $102-4.3% | $5,325-98.2% | $133-26.1% |