Filed October 7, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $65,358 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,748 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,608 | $55,694+317.7% | $81,882+184.1% | $200,096+16.2% |
| Participation rate | 96.2% | 62.7%+33.5pp | 72.4%+23.8pp | 72.0%+24.2pp |
| Annual return | 11.85% | 19.59%-7.7pp | 779.47%-767.6pp | 34.26%-22.4pp |
| Employer contribution / active EE | $31,052 | $2,114+1368.7% | $2,916+964.9% | $3,038+922.2% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $23 | $348-93.4% | $7,360-99.7% | $269-91.5% |