Filed March 11, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $71,960 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $53,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $45,652 |
WITHUMSMITH+BROWN, PC1 year Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $18,720 |
CROWE LLP6 years Service code 10 225 WEST WACKER DR STE 2600 · CHICAGO, IL 606061224 | Accounting | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,311 | $112,686+12.1% | $170,057-25.7% | $80,169+57.6% |
| Participation rate | 98.0% | 87.4%+10.6pp | 87.0%+11.0pp | 72.9%+25.1pp |
| Annual return | 18.40% | 67.04%-48.6pp | 53.42%-35.0pp | 40.39%-22.0pp |
| Employer contribution / active EE | $4,254 | $4,481-5.1% | $6,790-37.4% | $2,978+42.8% |
| Participant deferral / active EE | $7,597 | $7,876-3.5% | $10,411-27.0% | $5,016+51.5% |
| Admin fee / account holder | $140 | $99+41.5% | $12,826-98.9% | $145-3.3% |