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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $41,526 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,163 |
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 | $17,471 | $106,236-83.6% | $112,263-84.4% | $64,824-73.0% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.1%-2.2pp | 71.5%+1.4pp |
| Annual return | -17.89% | -6.02%-11.9pp | 27.49%-45.4pp | 32.84%-50.7pp |
| Employer contribution / active EE | $2,015 | $3,167-36.4% | $3,636-44.6% | $2,507-19.6% |
| Participant deferral / active EE | $2,635 | $3,786-30.4% | $4,729-44.3% | $4,311-38.9% |
| Admin fee / account holder | $52 | $452-88.6% | $6,410-99.2% | $188-72.5% |