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 | $53,216-56.0% | $155,534-84.9% | $199,960-88.3% |
| Participation rate | 95.8% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.8pp |
| Annual return | 12.91% | 41.18%-28.3pp | 64.92%-52.0pp | 34.28%-21.4pp |
| Employer contribution / active EE | $1,562 | $1,848-15.5% | $4,675-66.6% | $3,036-48.5% |
| Participant deferral / active EE | $2,937 | $3,164-7.2% | $5,630-47.8% | $5,087-42.3% |
| Admin fee / account holder | $102 | $186-45.0% | $15,900-99.4% | $269-62.1% |