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 | $42,528 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,115 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,238 | $55,694+128.5% | $81,882+55.4% | $200,096-36.4% |
| Participation rate | 95.1% | 62.7%+32.5pp | 72.4%+22.7pp | 72.0%+23.1pp |
| Annual return | 14.57% | 19.59%-5.0pp | 779.47%-764.9pp | 34.26%-19.7pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $15,424 | $3,299+367.6% | $4,323+256.8% | $5,090+203.0% |
| Admin fee / account holder | $17 | $348-95.3% | $7,360-99.8% | $269-93.9% |