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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 | $83,023-51.4% | $102,437-60.6% | $77,762-48.1% |
| Participation rate | 82.2% | 71.5%+10.6pp | 74.5%+7.7pp | 70.6%+11.6pp |
| Annual return | 362.55% | 19.12%+343.4pp | 24.95%+337.6pp | 31.27%+331.3pp |
| Employer contribution / active EE | $2,318 | $3,552-34.7% | $3,871-40.1% | $2,728-15.0% |
| Participant deferral / active EE | $2,502 | $4,110-39.1% | $5,060-50.6% | $4,651-46.2% |
| Admin fee / account holder | $170 | $639-73.3% | $8,388-98.0% | $433-60.6% |