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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,104,992 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $166,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $42,453 |
CHARLES SCHWAB & CO., INC.3 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,528 |
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 | $100,709 | $68,330+47.4% | $149,740-32.7% | $96,393+4.5% |
| Participation rate | 94.6% | 74.6%+20.0pp | 78.8%+15.8pp | 71.3%+23.3pp |
| Annual return | 19.64% | 29.64%-10.0pp | 134.51%-114.9pp | 22.88%-3.2pp |
| Employer contribution / active EE | $3,376 | $2,139+57.8% | $4,821-30.0% | $3,239+4.2% |
| Participant deferral / active EE | $6,384 | $4,422+44.4% | $5,683+12.3% | $5,455+17.0% |
| Admin fee / account holder | $68 | $52+31.1% | $13,222-99.5% | $74-7.7% |