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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $157,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,483 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $644 |
Filed as: QDRO CONSULTANTS CO LLC Service code 13 3071 PEARL ROAD · MEDINA, OH 44256 | Contract Administrator | $300 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 | Recordkeeping | $0 |
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 | $134,073 | $110,258+21.6% | $102,460+30.9% | $200,096-33.0% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 14.77% | 35.78%-21.0pp | 29.47%-14.7pp | 34.26%-19.5pp |
| Employer contribution / active EE | $4,934 | $3,605+36.9% | $3,025+63.1% | $3,038+62.4% |
| Participant deferral / active EE | $10,775 | $6,377+69.0% | $5,056+113.1% | $5,090+111.7% |
| Admin fee / account holder | $95 | $122-22.1% | $9,460-99.0% | $269-64.6% |