Filed January 27, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $414,860 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP LLC Service code 99 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Other Fees | $53,967 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $41,216 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,704 | $47,202-56.1% | $93,606-77.9% | $99,062-79.1% |
| Participation rate | 92.5% | 57.3%+35.2pp | 68.7%+23.8pp | 71.6%+20.9pp |
| Annual return | 18.07% | 13.08%+5.0pp | 133.20%-115.1pp | 17.66%+0.4pp |
| Employer contribution / active EE | $188 | $1,134-83.4% | $2,420-92.2% | $3,262-94.2% |
| Participant deferral / active EE | $1,576 | $2,296-31.4% | $4,411-64.3% | $5,331-70.4% |
| Admin fee / account holder | $65 | $86-24.1% | $8,285-99.2% | $109-40.2% |