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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $53,256 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 · EIN 84-1532243 | Directed Trustee | $38,418 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $6 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,494 | $92,076+32.0% | $105,608+15.0% | $77,714+56.3% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 13.64% | 17.84%-4.2pp | 116.50%-102.9pp | 31.26%-17.6pp |
| Employer contribution / active EE | $6,312 | $3,370+87.3% | $3,167+99.3% | $2,727+131.5% |
| Participant deferral / active EE | $8,699 | $5,390+61.4% | $5,010+73.6% | $4,649+87.1% |
| Admin fee / account holder | $157 | $219-28.4% | $11,028-98.6% | $433-63.8% |