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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $392,146 |
Filed as: CHARLES SCHWAB & CO, INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $679 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
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 | $63,669 | $44,898+41.8% | $85,126-25.2% | $199,921-68.2% |
| Participation rate | 90.5% | 45.7%+44.8pp | 67.5%+23.0pp | 72.0%+18.5pp |
| Annual return | 16.39% | 20.98%-4.6pp | 66.63%-50.2pp | 34.28%-17.9pp |
| Employer contribution / active EE | $2,098 | $1,367+53.5% | $2,731-23.2% | $3,035-30.9% |
| Participant deferral / active EE | $6,708 | $2,670+151.3% | $4,523+48.3% | $5,089+31.8% |
| Admin fee / account holder | $84 | $585-85.7% | $6,160-98.6% | $269-68.9% |