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 | $24,266 |
WHALEN CAPITAL9+ years Filed as: WHALEN CAPITAL, INC Service code 27 · EIN 81-0563242 | Advisory (Plan) | $17,768 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $8,805 |
Service code 13 | Contract Administrator | $1,490 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,192 | $56,438-46.5% | $76,902-60.7% | $71,529-57.8% |
| Participation rate | 87.0% | 64.3%+22.6pp | 69.6%+17.4pp | 67.9%+19.0pp |
| Annual return | 15.16% | 19.05%-3.9pp | 37.91%-22.7pp | 28.97%-13.8pp |
| Employer contribution / active EE | $2,251 | $1,864+20.8% | $2,534-11.2% | $2,590-13.1% |
| Participant deferral / active EE | $2,241 | $3,136-28.6% | $3,833-41.5% | $4,291-47.8% |
| Admin fee / account holder | $198 | $1,430-86.2% | $5,479-96.4% | $1,588-87.6% |