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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $49,377 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $37,734 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,196 | $84,784+34.7% | $98,462+16.0% | $74,478+53.3% |
| Participation rate | 96.7% | 81.5%+15.2pp | 75.2%+21.5pp | 70.7%+26.0pp |
| Annual return | 17.92% | 20.59%-2.7pp | 21.20%-3.3pp | 34.37%-16.5pp |
| Employer contribution / active EE | $4,846 | $3,364+44.1% | $3,049+58.9% | $2,637+83.8% |
| Participant deferral / active EE | $6,461 | $5,218+23.8% | $4,738+36.4% | $4,530+42.6% |
| Admin fee / account holder | $155 | $204-24.4% | $8,875-98.3% | $347-55.5% |