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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $284,092 |
DA DAVIDSON & CO1 year Service code 27 · EIN 81-0139474 | Advisory (Plan) | $126,744 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,578 |
Service code 16 · EIN 34-1820650 | Consulting | $300 |
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 | $118,032 | $95,369+23.8% | $135,942-13.2% | $74,440+58.6% |
| Participation rate | 97.4% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 16.80% | 32.72%-15.9pp | 68.28%-51.5pp | 34.37%-17.6pp |
| Employer contribution / active EE | $2,384 | $3,878-38.5% | $4,858-50.9% | $2,638-9.6% |
| Participant deferral / active EE | $8,292 | $7,788+6.5% | $7,759+6.9% | $4,529+83.1% |
| Admin fee / account holder | $284 | $266+6.5% | $10,764-97.4% | $348-18.4% |