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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,281 |
TD AMERITRADE, INC.6 years Service code 33 | Shareholder servicing fees; Securitie... | $350 |
Filed as: CHARLES SCHWAB & CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
TD AMERITRADE, INC.8 years Filed as: TD AMERITRADE Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage; Other investmen... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $685,250 | $47,163+1352.9% | $149,696+357.8% | $74,460+820.3% |
| Participation rate | 58.5% | 63.4%-4.9pp | 78.8%-20.3pp | 70.7%-12.3pp |
| Annual return | 20.94% | 22.75%-1.8pp | 134.46%-113.5pp | 34.38%-13.4pp |
| Employer contribution / active EE | $22,585 | $1,907+1084.5% | $4,821+368.5% | $2,638+756.1% |
| Participant deferral / active EE | $13,356 | $2,730+389.2% | $5,682+135.1% | $4,530+194.8% |
| Admin fee / account holder | $138 | $343-59.8% | $13,212-99.0% | $348-60.4% |