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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,442 | $89,248-6.5% | $136,007-38.6% | $74,546+11.9% |
| Participation rate | 68.9% | 69.4%-0.5pp | 76.5%-7.6pp | 67.2%+1.7pp |
| Annual return | 13.02% | 22.76%-9.7pp | 579.32%-566.3pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,210 | $2,838+13.1% | $4,215-23.8% | $2,624+22.3% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,024-100.0% | $4,347-100.0% |
| Admin fee / account holder | $15 | $1,545-99.0% | $6,858-99.8% | $1,944-99.2% |