Filed July 23, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83,968 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,034 |
SA STONE WEALTH MANAGEMENT5 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $31,382 |
ULMER & BERNE1 year Filed as: ULMER & BERNE LLP Service code 29 1660 WEST 2ND ST STE 1100 · CLEVELAND, OH 44113 | Legal | $5,670 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNVOVATION DRIVE · DAYTON, OH 45342 | Accounting | $4,268 |
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 | $20,897 | $47,135-55.7% | $149,717-86.0% | $74,440-71.9% |
| Participation rate | 94.9% | 63.4%+31.5pp | 78.8%+16.1pp | 70.7%+24.2pp |
| Annual return | 15.37% | 22.75%-7.4pp | 134.41%-119.0pp | 34.37%-19.0pp |
| Employer contribution / active EE | $1,282 | $1,906-32.8% | $4,820-73.4% | $2,638-51.4% |
| Participant deferral / active EE | $2,697 | $2,728-1.2% | $5,682-52.5% | $4,529-40.5% |
| Admin fee / account holder | $124 | $343-63.7% | $13,213-99.1% | $348-64.2% |