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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $154,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,249 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $448 |
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 | $130,356 | $104,544+24.7% | $96,564+35.0% | $80,187+62.6% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+20.9pp | 72.9%+23.9pp |
| Annual return | 26.79% | 21.79%+5.0pp | 25.89%+0.9pp | 40.40%-13.6pp |
| Employer contribution / active EE | $5,079 | $3,527+44.0% | $2,967+71.2% | $2,980+70.5% |
| Participant deferral / active EE | $10,890 | $6,170+76.5% | $4,852+124.4% | $5,016+117.1% |
| Admin fee / account holder | $90 | $107-16.1% | $8,256-98.9% | $145-38.2% |