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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $227,917 |
Service code 55 · EIN 74-2794194 | Other Commissions | $0 |
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 | $101,311 | $50,574+100.3% | $169,381-40.2% | $80,187+26.3% |
| Participation rate | 98.5% | 67.8%+30.7pp | 77.2%+21.3pp | 72.9%+25.6pp |
| Annual return | 13.71% | 22.92%-9.2pp | 406.41%-392.7pp | 40.40%-26.7pp |
| Employer contribution / active EE | $7,085 | $1,693+318.5% | $4,013+76.5% | $2,980+137.8% |
| Participant deferral / active EE | $6,703 | $4,164+61.0% | $6,224+7.7% | $5,016+33.6% |
| Admin fee / account holder | $69 | $107-35.5% | $9,013-99.2% | $145-52.5% |