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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 | $92,186+127.4% | $105,624+98.5% | $77,762+169.6% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 13.31% | 17.83%-4.5pp | 116.20%-102.9pp | 31.27%-18.0pp |
| Employer contribution / active EE | $5,041 | $3,376+49.3% | $3,168+59.1% | $2,728+84.8% |
| Participant deferral / active EE | $11,507 | $5,395+113.3% | $5,013+129.6% | $4,651+147.4% |
| Admin fee / account holder | $221 | $219+1.1% | $10,961-98.0% | $433-48.9% |