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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 | Direct payment from the plan; Securit... | $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 | $92,186+31.8% | $105,624+15.0% | $77,762+56.2% |
| Participation rate | 96.5% | 81.0%+15.5pp | 75.3%+21.3pp | 70.6%+25.9pp |
| Annual return | 13.64% | 17.83%-4.2pp | 116.20%-102.6pp | 31.27%-17.6pp |
| Employer contribution / active EE | $6,312 | $3,376+87.0% | $3,168+99.3% | $2,728+131.4% |
| Participant deferral / active EE | $8,699 | $5,395+61.2% | $5,013+73.5% | $4,651+87.0% |
| Admin fee / account holder | $157 | $219-28.5% | $10,961-98.6% | $433-63.8% |