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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $14,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,542 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,600 | $66,457-28.4% | $81,438-41.6% | $77,671-38.7% |
| Participation rate | 96.2% | 68.7%+27.5pp | 69.5%+26.7pp | 70.6%+25.6pp |
| Annual return | 13.38% | 15.93%-2.6pp | 24.74%-11.4pp | 31.21%-17.8pp |
| Employer contribution / active EE | $3,602 | $2,159+66.8% | $2,460+46.4% | $2,726+32.1% |
| Participant deferral / active EE | $6,464 | $3,679+75.7% | $3,883+66.5% | $4,648+39.1% |
| Admin fee / account holder | $38 | $583-93.4% | $5,764-99.3% | $430-91.1% |