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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $100,296 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,645 |
KONG,JOY1 year Service code 99 48030 LEONTINE CT · FREMONT, CA 94539 | Other Fees | $57,695 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $560 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,891 | $130,052-30.1% | $86,717+4.8% | $77,906+16.7% |
| Participation rate | 82.7% | 85.9%-3.2pp | 76.6%+6.1pp | 73.7%+9.0pp |
| Annual return | -16.85% | -12.73%-4.1pp | 35.97%-52.8pp | 12.16%-29.0pp |
| Employer contribution / active EE | $3,714 | $3,214+15.6% | $2,837+30.9% | $2,846+30.5% |
| Participant deferral / active EE | $5,154 | $5,741-10.2% | $4,657+10.7% | $4,805+7.3% |
| Admin fee / account holder | $129 | $132-1.9% | $7,494-98.3% | $133-2.4% |