Filed July 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $37,224 |
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 3260 · CHICAGO, IL 60661 | Advisory (Plan) | $16,391 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,499 | $107,218+59.0% | $115,768+47.3% | $79,634+114.1% |
| Participation rate | 96.5% | 76.8%+19.7pp | 74.4%+22.1pp | 62.5%+34.0pp |
| Annual return | 16.46% | 15.41%+1.1pp | 100.46%-84.0pp | 36.46%-20.0pp |
| Employer contribution / active EE | $9,790 | $3,627+169.9% | $2,940+233.0% | $2,529+287.1% |
| Participant deferral / active EE | $8,834 | $5,091+73.5% | $4,917+79.7% | $3,835+130.4% |
| Admin fee / account holder | $149 | $576-74.2% | $12,439-98.8% | $1,002-85.2% |