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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $7,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,128 | $52,804+76.4% | $86,617+7.5% | $80,149+16.2% |
| Participation rate | 78.7% | 62.6%+16.1pp | 71.7%+7.0pp | 72.9%+5.8pp |
| Annual return | 14.17% | 24.84%-10.7pp | 591.91%-577.7pp | 40.39%-26.2pp |
| Employer contribution / active EE | $4,707 | $2,140+120.0% | $3,023+55.7% | $2,977+58.1% |
| Participant deferral / active EE | $5,054 | $3,226+56.6% | $4,437+13.9% | $5,015+0.8% |
| Admin fee / account holder | $7 | $113-93.8% | $5,613-99.9% | $145-95.2% |