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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $25,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,298 | $129,227-70.4% | $184,260-79.2% | $77,736-50.7% |
| Participation rate | 52.8% | 87.4%-34.6pp | 86.8%-34.1pp | 70.6%-17.8pp |
| Annual return | 15.94% | 33.24%-17.3pp | 28.84%-12.9pp | 31.26%-15.3pp |
| Employer contribution / active EE | $2,036 | $4,412-53.9% | $6,427-68.3% | $2,728-25.4% |
| Participant deferral / active EE | $3,640 | $7,307-50.2% | $9,133-60.1% | $4,651-21.7% |
| Admin fee / account holder | $108 | $256-57.7% | $13,898-99.2% | $433-75.0% |