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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $16,391 |
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 | $136,993 | $112,686+21.6% | $170,043-19.4% | $80,157+70.9% |
| Participation rate | 92.4% | 87.4%+5.0pp | 87.0%+5.4pp | 72.9%+19.4pp |
| Annual return | 31.23% | 67.04%-35.8pp | 53.40%-22.2pp | 40.39%-9.2pp |
| Employer contribution / active EE | $12,406 | $4,481+176.8% | $6,790+82.7% | $2,977+316.7% |
| Participant deferral / active EE | $17,646 | $7,876+124.1% | $10,410+69.5% | $5,015+251.9% |
| Admin fee / account holder | $20 | $99-80.1% | $12,824-99.8% | $145-86.4% |