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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 | $37,832 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,602 |
Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
TD AMERITRADE, INC.4 years Service code 33 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,718 | $71,523+7.3% | $98,461-22.1% | $71,511+7.3% |
| Participation rate | 91.4% | 72.7%+18.7pp | 75.2%+16.2pp | 67.9%+23.5pp |
| Annual return | 12.48% | 32.43%-19.9pp | 21.17%-8.7pp | 28.86%-16.4pp |
| Employer contribution / active EE | $2,344 | $2,399-2.3% | $3,049-23.1% | $2,589-9.5% |
| Participant deferral / active EE | $1,385 | $4,109-66.3% | $4,738-70.8% | $4,291-67.7% |
| Admin fee / account holder | $319 | $1,676-81.0% | $8,961-96.4% | $1,588-79.9% |