| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $229,124 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $151,444 |
Service code 99 · EIN 34-1820650 | Other Fees | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,164 | $107,415-28.2% | $135,998-43.3% | $80,187-3.8% |
| Participation rate | 81.6% | 78.0%+3.6pp | 81.9%-0.3pp | 72.9%+8.7pp |
| Annual return | 20.17% | 91.99%-71.8pp | 68.37%-48.2pp | 40.40%-20.2pp |
| Employer contribution / active EE | $2,797 | $3,878-27.9% | $4,860-42.4% | $2,980-6.1% |
| Participant deferral / active EE | $6,376 | $8,189-22.1% | $7,761-17.8% | $5,016+27.1% |
| Admin fee / account holder | $80 | $127-37.3% | $10,769-99.3% | $145-45.0% |