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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $50 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,781 | $79,955-61.5% | $98,461-68.7% | $75,173-59.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.55% | 19.75%-1.2pp | 21.17%-2.6pp | 160.72%-142.2pp |
| Employer contribution / active EE | $13,801 | $2,264+509.6% | $3,049+352.7% | $2,671+416.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,790 | $6,841-59.2% | $8,961-68.9% | $5,651-50.6% |