Filed April 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $346,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,644 | $104,544-55.4% | $96,564-51.7% | $80,187-41.8% |
| Participation rate | 94.2% | 86.4%+7.9pp | 76.0%+18.2pp | 72.9%+21.3pp |
| Annual return | 19.05% | 21.79%-2.7pp | 25.89%-6.8pp | 40.40%-21.3pp |
| Employer contribution / active EE | $1,721 | $3,527-51.2% | $2,967-42.0% | $2,980-42.2% |
| Participant deferral / active EE | $4,363 | $6,170-29.3% | $4,852-10.1% | $5,016-13.0% |
| Admin fee / account holder | $64 | $107-40.0% | $8,256-99.2% | $145-55.8% |