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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,153,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $224,475 |
TD AMERITRADE, INC.5 years Service code 33 | Securities brokerage; Shareholder ser... | $775 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,895 | $83,057-54.4% | $143,801-73.6% | $89,433-57.6% |
| Participation rate | 86.4% | 74.0%+12.4pp | 80.3%+6.1pp | 71.3%+15.1pp |
| Annual return | -14.33% | -13.97%-0.4pp | -0.04%-14.3pp | -11.88%-2.4pp |
| Employer contribution / active EE | $1,320 | $2,095-37.0% | $4,952-73.4% | $3,021-56.3% |
| Participant deferral / active EE | $4,799 | $4,281+12.1% | $5,639-14.9% | $5,125-6.4% |
| Admin fee / account holder | $69 | $83-16.5% | $14,680-99.5% | $79-12.7% |