Filed March 6, 2026 (most recent of 2 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 | $59,782 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $59,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,551 | $42,367+116.1% | $79,583+15.0% | $64,824+41.2% |
| Participation rate | 56.9% | 64.7%-7.8pp | 69.5%-12.6pp | 71.5%-14.6pp |
| Annual return | -17.62% | -12.24%-5.4pp | 0.16%-17.8pp | 32.84%-50.5pp |
| Employer contribution / active EE | $2,157 | $1,181+82.7% | $2,414-10.6% | $2,507-14.0% |
| Participant deferral / active EE | $3,485 | $3,168+10.0% | $3,986-12.6% | $4,311-19.2% |
| Admin fee / account holder | $168 | $160+5.0% | $6,835-97.5% | $188-10.8% |