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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $278,696 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $69,249 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $63,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,018 | $126,505-18.6% | $98,090+5.0% | $126,505-18.6% |
| Participation rate | 69.7% | 81.0%-11.3pp | 81.5%-11.8pp | 81.0%-11.3pp |
| Annual return | 15.40% | 14.86%+0.5pp | 37.05%-21.6pp | 14.86%+0.5pp |
| Employer contribution / active EE | $2,687 | $4,041-33.5% | $3,606-25.5% | $4,041-33.5% |
| Participant deferral / active EE | $5,187 | $6,313-17.8% | $7,845-33.9% | $6,313-17.8% |
| Admin fee / account holder | $47 | $145-67.6% | $11,815-99.6% | $145-67.6% |