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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $22,970 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,437 |
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 | $146,944 | $69,823+110.5% | $76,872+91.2% | $74,460+97.3% |
| Participation rate | 96.0% | 70.0%+26.0pp | 69.6%+26.5pp | 70.7%+25.3pp |
| Annual return | 19.84% | 19.99%-0.1pp | 37.90%-18.1pp | 34.38%-14.5pp |
| Employer contribution / active EE | $2,910 | $2,148+35.5% | $2,533+14.9% | $2,638+10.3% |
| Participant deferral / active EE | $4,903 | $3,558+37.8% | $3,832+27.9% | $4,530+8.2% |
| Admin fee / account holder | $31 | $398-92.2% | $5,476-99.4% | $348-91.1% |