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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,500,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $403,546 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 30 · EIN 53-0181291 | Other services; Employee (plan); Dire... | $10,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,738 | $86,936+341.4% | $103,333+271.4% | $99,062+287.4% |
| Participation rate | 91.4% | 81.7%+9.7pp | 74.5%+16.8pp | 71.6%+19.7pp |
| Annual return | 11.98% | 14.99%-3.0pp | 24.88%-12.9pp | 17.66%-5.7pp |
| Employer contribution / active EE | $10,985 | $3,925+179.8% | $3,868+184.0% | $3,262+236.8% |
| Participant deferral / active EE | $14,196 | $3,825+271.2% | $5,057+180.7% | $5,331+166.3% |
| Admin fee / account holder | $307 | $140+119.0% | $8,355-96.3% | $109+182.0% |