Filed September 12, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $36,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $861 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $350 |
Filed as: CHARLES SCHWAB & CO., INC. (BROKERA Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,955 | $91,372+65.2% | $129,995+16.1% | $74,419+102.8% |
| Participation rate | 98.9% | 77.8%+21.2pp | 78.5%+20.5pp | 70.7%+28.2pp |
| Annual return | 13.82% | 23.21%-9.4pp | -137.18%+151.0pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,978 | $2,563+16.2% | $4,320-31.1% | $2,637+12.9% |
| Participant deferral / active EE | $7,635 | $4,721+61.7% | $5,820+31.2% | $4,528+68.6% |
| Admin fee / account holder | $65 | $283-77.2% | $10,614-99.4% | $348-81.4% |