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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,823 | $53,162-0.6% | $91,225-42.1% | $68,486-22.9% |
| Participation rate | 39.4% | 63.2%-23.8pp | 73.2%-33.8pp | 67.9%-28.5pp |
| Annual return | -18.94% | -3.14%-15.8pp | 114.12%-133.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $448 | $1,709-73.8% | $2,851-84.3% | $2,597-82.8% |
| Participant deferral / active EE | $2,018 | $2,974-32.1% | $4,233-52.3% | $4,028-49.9% |
| Admin fee / account holder | $216 | $4,493-95.2% | $5,422-96.0% | $5,404-96.0% |