| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $23,076 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,728 | $46,339-42.3% | $143,801-81.4% | $64,829-58.8% |
| Participation rate | 89.8% | 64.3%+25.5pp | 80.3%+9.5pp | 71.5%+18.3pp |
| Annual return | 215.68% | -10.05%+225.7pp | -0.04%+215.7pp | 32.85%+182.8pp |
| Employer contribution / active EE | $318 | $1,911-83.3% | $4,952-93.6% | $2,507-87.3% |
| Participant deferral / active EE | $547 | $2,648-79.3% | $5,639-90.3% | $4,312-87.3% |
| Admin fee / account holder | $70 | $154-54.3% | $14,680-99.5% | $188-62.5% |