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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $28,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,848 | $56,503+147.5% | $69,884+100.1% | $64,819+115.8% |
| Participation rate | 98.4% | 70.5%+27.9pp | 70.5%+27.9pp | 71.5%+26.9pp |
| Annual return | -13.81% | -13.44%-0.4pp | 190.81%-204.6pp | 32.84%-46.6pp |
| Employer contribution / active EE | $3,672 | $2,046+79.4% | $2,560+43.4% | $2,507+46.5% |
| Participant deferral / active EE | $4,669 | $3,389+37.8% | $3,848+21.3% | $4,311+8.3% |
| Admin fee / account holder | $40 | $160-74.9% | $6,266-99.4% | $188-78.6% |