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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $60,122 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,701 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,659 | $82,972-72.7% | $103,374-78.1% | $77,671-70.8% |
| Participation rate | 87.6% | 71.5%+16.1pp | 74.5%+13.1pp | 70.6%+17.0pp |
| Annual return | 8.90% | 19.14%-10.2pp | 24.89%-16.0pp | 31.21%-22.3pp |
| Employer contribution / active EE | $4,162 | $3,554+17.1% | $3,869+7.6% | $2,726+52.6% |
| Participant deferral / active EE | $4,874 | $4,108+18.6% | $5,058-3.6% | $4,648+4.9% |
| Admin fee / account holder | $60 | $639-90.6% | $8,394-99.3% | $430-86.1% |