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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $91,027 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $61,447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,656 | $92,076+127.7% | $105,608+98.5% | $77,714+169.8% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 13.31% | 17.84%-4.5pp | 116.50%-103.2pp | 31.26%-17.9pp |
| Employer contribution / active EE | $5,041 | $3,370+49.6% | $3,167+59.2% | $2,727+84.9% |
| Participant deferral / active EE | $11,507 | $5,390+113.5% | $5,010+129.7% | $4,649+147.5% |
| Admin fee / account holder | $221 | $219+1.1% | $11,028-98.0% | $433-48.9% |