Filed April 22, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $661,495 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,353 | $89,433-78.4% | $115,756-83.3% | $89,433-78.4% |
| Participation rate | 75.3% | 71.3%+4.0pp | 77.1%-1.8pp | 71.3%+4.0pp |
| Annual return | -15.73% | -11.88%-3.8pp | 143.14%-158.9pp | -11.88%-3.8pp |
| Employer contribution / active EE | $699 | $3,021-76.8% | $3,793-81.6% | $3,021-76.8% |
| Participant deferral / active EE | $1,781 | $5,125-65.2% | $6,254-71.5% | $5,125-65.2% |
| Admin fee / account holder | $46 | $79-42.1% | $8,124-99.4% | $79-42.1% |