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 | $219,073 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 15 · EIN 59-1237041 | Recordkeeping | $6,400 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,826 |
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 | $23,064 | $52,960-56.5% | $86,656-73.4% | $80,169-71.2% |
| Participation rate | 94.6% | 62.4%+32.2pp | 71.7%+22.9pp | 72.9%+21.6pp |
| Annual return | 17.27% | 24.84%-7.6pp | 593.09%-575.8pp | 40.39%-23.1pp |
| Employer contribution / active EE | $1,346 | $2,138-37.0% | $3,025-55.5% | $2,978-54.8% |
| Participant deferral / active EE | $2,712 | $3,226-15.9% | $4,439-38.9% | $5,016-45.9% |
| Admin fee / account holder | $92 | $113-18.5% | $5,619-98.4% | $145-36.4% |