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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,574,404 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $404,364 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Other services; Direct payment from t... | $10,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,018 | $126,505+229.6% | $107,187+289.1% | $126,505+229.6% |
| Participation rate | 90.6% | 81.0%+9.6pp | 75.0%+15.6pp | 81.0%+9.6pp |
| Annual return | 15.09% | 14.86%+0.2pp | 204.55%-189.5pp | 14.86%+0.2pp |
| Employer contribution / active EE | $11,609 | $4,041+187.3% | $3,782+206.9% | $4,041+187.3% |
| Participant deferral / active EE | $14,583 | $6,313+131.0% | $5,096+186.2% | $6,313+131.0% |
| Admin fee / account holder | $312 | $145+114.9% | $9,162-96.6% | $145+114.9% |