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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $69,629 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $29,343 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,024 | $122,585+43.6% | $184,256-4.5% | $200,096-12.0% |
| Participation rate | 99.3% | 86.9%+12.3pp | 86.8%+12.4pp | 72.0%+27.3pp |
| Annual return | 22.21% | 144.12%-121.9pp | 28.85%-6.6pp | 34.26%-12.1pp |
| Employer contribution / active EE | $12,823 | $4,571+180.5% | $6,427+99.5% | $3,038+322.1% |
| Participant deferral / active EE | $18,527 | $7,972+132.4% | $9,133+102.8% | $5,090+264.0% |
| Admin fee / account holder | $45 | $120-62.4% | $13,899-99.7% | $269-83.2% |