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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $82,653 |
M HOLDINGS SECURITIES INC7 years Service code 99 PO BOX 2207 · PORTLAND, OR 97208 | Other Fees | $30,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,935 | $76,696+388.9% | $96,538+288.4% | $71,529+424.2% |
| Participation rate | 97.7% | 66.6%+31.1pp | 74.3%+23.4pp | 67.9%+29.8pp |
| Annual return | 19.06% | 48.32%-29.3pp | 35.74%-16.7pp | 28.97%-9.9pp |
| Employer contribution / active EE | $16,240 | $3,032+435.7% | $3,740+334.2% | $2,590+527.1% |
| Participant deferral / active EE | $9,983 | $3,770+164.8% | $4,880+104.5% | $4,291+132.6% |
| Admin fee / account holder | $115 | $2,030-94.4% | $6,737-98.3% | $1,588-92.8% |