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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 | Shareholder servicing fees; Securitie... | $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 | $81,276+536.5% | $155,574+232.5% | $80,925+539.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.36% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $11,786 | $3,103+279.8% | $4,676+152.1% | $2,756+327.6% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $61,082 | $7,993+664.2% | $15,914+283.8% | $6,940+780.1% |