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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $186,814 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,123 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $288 |
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 | $104,500 | $130,052-19.6% | $86,717+20.5% | $77,906+34.1% |
| Participation rate | 93.6% | 85.9%+7.7pp | 76.6%+17.0pp | 73.7%+19.9pp |
| Annual return | -15.87% | -12.73%-3.1pp | 35.97%-51.8pp | 12.16%-28.0pp |
| Employer contribution / active EE | $5,240 | $3,214+63.1% | $2,837+84.7% | $2,846+84.1% |
| Participant deferral / active EE | $10,359 | $5,741+80.4% | $4,657+122.4% | $4,805+115.6% |
| Admin fee / account holder | $96 | $132-27.4% | $7,494-98.7% | $133-27.8% |