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 | $95,593+78.4% | $121,663+40.1% | $64,728+163.4% |
| Participation rate | 96.5% | 74.9%+21.5pp | 74.5%+22.0pp | 57.9%+38.6pp |
| Annual return | 16.46% | 11.26%+5.2pp | 147.54%-131.1pp | 49.38%-32.9pp |
| Employer contribution / active EE | $9,790 | $4,093+139.2% | $3,020+224.2% | $2,243+336.5% |
| Participant deferral / active EE | $8,834 | $3,994+121.2% | $4,887+80.8% | $2,729+223.7% |
| Admin fee / account holder | $149 | $813-81.7% | $14,289-99.0% | $1,145-87.0% |