Filed June 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $16,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,348 | $47,180+42.7% | $149,723-55.0% | $74,473-9.6% |
| Participation rate | 49.6% | 63.4%-13.8pp | 78.8%-29.2pp | 70.7%-21.1pp |
| Annual return | 14.22% | 22.75%-8.5pp | 134.50%-120.3pp | 34.36%-20.1pp |
| Employer contribution / active EE | $1,408 | $1,907-26.2% | $4,821-70.8% | $2,638-46.6% |
| Participant deferral / active EE | $2,702 | $2,730-1.0% | $5,682-52.5% | $4,530-40.4% |
| Admin fee / account holder | $114 | $343-66.7% | $13,215-99.1% | $347-67.1% |