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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $13,618 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $517,328 | $81,358+535.9% | $155,556+232.6% | $80,959+539.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.36% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $11,786 | $3,106+279.4% | $4,675+152.1% | $2,757+327.5% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $61,082 | $7,994+664.1% | $15,885+284.5% | $6,925+782.0% |