Filed July 23, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94,487 |
SA STONE WEALTH MANAGEMENT6 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $33,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,801 |
TALBERT HOUSE3 years Service code 99 2600 VICTORY PKWY · CINCINNATI, OH 45206 | Other Fees | $14,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,648 | $50,812-43.6% | $155,602-81.6% | $77,692-63.1% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.3pp |
| Annual return | 12.73% | 34.85%-22.1pp | 64.81%-52.1pp | 31.25%-18.5pp |
| Employer contribution / active EE | $1,298 | $1,989-34.7% | $4,675-72.2% | $2,726-52.4% |
| Participant deferral / active EE | $3,009 | $2,822+6.6% | $5,629-46.5% | $4,648-35.3% |
| Admin fee / account holder | $153 | $436-64.9% | $15,923-99.0% | $431-64.4% |