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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $47 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,188 | $81,870+34.6% | $119,634-7.9% | $68,490+60.9% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.6pp | 67.9%+28.9pp |
| Annual return | -17.10% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,111 | $2,692+15.6% | $4,232-26.5% | $2,597+19.8% |
| Participant deferral / active EE | $3,452 | $4,148-16.8% | $5,601-38.4% | $4,028-14.3% |
| Admin fee / account holder | $1,075 | $6,583-83.7% | $10,329-89.6% | $5,403-80.1% |