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 | $66,541 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $55,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,867 | $44,626-15.1% | $86,235-56.1% | $80,169-52.8% |
| Participation rate | 42.9% | 63.5%-20.6pp | 69.0%-26.1pp | 72.9%-30.0pp |
| Annual return | 17.25% | 19.61%-2.4pp | 1170.03%-1152.8pp | 40.39%-23.1pp |
| Employer contribution / active EE | $1,427 | $1,099+29.8% | $2,381-40.1% | $2,978-52.1% |
| Participant deferral / active EE | $694 | $2,769-75.0% | $3,987-82.6% | $5,016-86.2% |
| Admin fee / account holder | $81 | $133-39.5% | $6,856-98.8% | $145-44.4% |