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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 | $196,126 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $9 |
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 | $137,125 | $107,415+27.7% | $135,998+0.8% | $80,187+71.0% |
| Participation rate | 88.2% | 78.0%+10.2pp | 81.9%+6.3pp | 72.9%+15.3pp |
| Annual return | 22.02% | 91.99%-70.0pp | 68.37%-46.3pp | 40.40%-18.4pp |
| Employer contribution / active EE | $8,597 | $3,878+121.7% | $4,860+76.9% | $2,980+188.5% |
| Participant deferral / active EE | $13,961 | $8,189+70.5% | $7,761+79.9% | $5,016+178.3% |
| Admin fee / account holder | $104 | $127-17.9% | $10,769-99.0% | $145-28.1% |