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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $0 |
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 | $40,379 | $82,972-51.3% | $103,374-60.9% | $77,671-48.0% |
| Participation rate | 82.2% | 71.5%+10.6pp | 74.5%+7.7pp | 70.6%+11.6pp |
| Annual return | 362.55% | 19.14%+343.4pp | 24.89%+337.7pp | 31.21%+331.3pp |
| Employer contribution / active EE | $2,318 | $3,554-34.8% | $3,869-40.1% | $2,726-15.0% |
| Participant deferral / active EE | $2,502 | $4,108-39.1% | $5,058-50.5% | $4,648-46.2% |
| Admin fee / account holder | $170 | $639-73.3% | $8,394-98.0% | $430-60.4% |