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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $65,622 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $33,433 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,529 | $153,743+40.2% | $197,124+9.3% | $103,975+107.3% |
| Participation rate | 99.4% | 91.1%+8.3pp | 86.7%+12.7pp | 72.5%+26.9pp |
| Annual return | 16.86% | 17.60%-0.7pp | 44.34%-27.5pp | 19.41%-2.5pp |
| Employer contribution / active EE | $12,607 | $5,424+132.4% | $6,227+102.4% | $3,722+238.7% |
| Participant deferral / active EE | $18,798 | $9,152+105.4% | $9,135+105.8% | $5,343+251.8% |
| Admin fee / account holder | $69 | $131-47.7% | $16,298-99.6% | $332-79.3% |