Filed March 6, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $79,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $62,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,838 | $53,165+132.9% | $86,216+43.6% | $74,460+66.3% |
| Participation rate | 58.4% | 64.9%-6.5pp | 69.0%-10.6pp | 70.7%-12.3pp |
| Annual return | 19.75% | 22.64%-2.9pp | 1169.42%-1149.7pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,205 | $1,210+82.2% | $2,382-7.4% | $2,638-16.4% |
| Participant deferral / active EE | $3,372 | $3,234+4.3% | $3,986-15.4% | $4,530-25.6% |
| Admin fee / account holder | $239 | $551-56.7% | $6,853-96.5% | $348-31.3% |