Filed September 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 | Investment Management | $27,728 |
WHALEN CAPITAL8+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $13,401 |
Service code 13 | Contract Administrator | $1,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,278 | $50,199-45.7% | $69,890-61.0% | $66,949-59.3% |
| Participation rate | 75.7% | 66.3%+9.4pp | 70.5%+5.3pp | 69.8%+5.9pp |
| Annual return | -12.00% | -13.85%+1.8pp | 190.84%-202.8pp | 1.57%-13.6pp |
| Employer contribution / active EE | $1,424 | $1,864-23.6% | $2,560-44.4% | $2,545-44.1% |
| Participant deferral / active EE | $1,541 | $3,112-50.5% | $3,848-59.9% | $4,239-63.6% |
| Admin fee / account holder | $192 | $600-68.1% | $6,267-96.9% | $594-67.7% |