Filed July 23, 2026 (most recent of 2 filings on file)
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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 | $145,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109,840 |
Filed as: BLUE & CO LLC Service code 10 250 W MAIN ST · LEXINGTON, KY 40507 | Accounting | $17,500 |
SA STONE WEALTH MANAGEMENT7 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $17,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,500 |
Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 99 PO BOX 128 · MIAMITOWN, OH 45041 | Other Fees | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,024 | $46,464-31.1% | $150,298-78.7% | $79,634-59.8% |
| Participation rate | 94.1% | 57.0%+37.2pp | 77.8%+16.4pp | 62.5%+31.7pp |
| Annual return | 13.28% | 27.89%-14.6pp | 62.79%-49.5pp | 36.46%-23.2pp |
| Employer contribution / active EE | $1,320 | $1,512-12.6% | $4,154-68.2% | $2,529-47.8% |
| Participant deferral / active EE | $3,059 | $2,157+41.9% | $5,453-43.9% | $3,835-20.2% |
| Admin fee / account holder | $239 | $891-73.1% | $14,116-98.3% | $1,002-76.1% |