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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $114,443 |
Service code 27 · EIN 20-2190247 | Advisory (Plan) | $53,331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,217 | $50,151-31.8% | $149,696-77.1% | $80,157-57.3% |
| Participation rate | 43.1% | 64.3%-21.2pp | 78.8%-35.6pp | 72.9%-29.8pp |
| Annual return | 13.26% | 29.80%-16.5pp | 134.46%-121.2pp | 40.39%-27.1pp |
| Employer contribution / active EE | $687 | $1,867-63.2% | $4,821-85.8% | $2,977-76.9% |
| Participant deferral / active EE | $1,027 | $3,194-67.8% | $5,682-81.9% | $5,015-79.5% |
| Admin fee / account holder | $129 | $153-15.8% | $13,212-99.0% | $145-11.3% |