| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $237,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $202,795 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,018 | $122,128-26.3% | $147,117-38.8% | $200,096-55.0% |
| Participation rate | 81.9% | 78.2%+3.8pp | 82.2%-0.2pp | 72.0%+9.9pp |
| Annual return | 16.04% | 30.58%-14.5pp | 420.54%-404.5pp | 34.26%-18.2pp |
| Employer contribution / active EE | $2,985 | $4,093-27.1% | $4,932-39.5% | $3,038-1.7% |
| Participant deferral / active EE | $6,738 | $8,484-20.6% | $8,065-16.5% | $5,090+32.4% |
| Admin fee / account holder | $89 | $180-50.4% | $12,993-99.3% | $269-66.9% |