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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 | $83,023-72.7% | $102,437-77.9% | $77,762-70.9% |
| Participation rate | 87.6% | 71.5%+16.1pp | 74.5%+13.1pp | 70.6%+17.0pp |
| Annual return | 8.90% | 19.12%-10.2pp | 24.95%-16.1pp | 31.27%-22.4pp |
| Employer contribution / active EE | $4,162 | $3,552+17.2% | $3,871+7.5% | $2,728+52.6% |
| Participant deferral / active EE | $4,874 | $4,110+18.6% | $5,060-3.7% | $4,651+4.8% |
| Admin fee / account holder | $60 | $639-90.6% | $8,388-99.3% | $433-86.1% |