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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $2,101,923 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $43,327 |
Service code 26 · EIN 27-5348624 | Advisory (Participants) | $20,561 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $17,567 |
Service code 26 · EIN 82-3052014 | Advisory (Participants) | $12,411 |
TCI WEALTH ADVISORS INC1 year Service code 26 · EIN 86-1002710 | Advisory (Participants) | $8,755 |
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 | $82,816 | $138,331-40.1% | $86,717-4.5% | $89,433-7.4% |
| Participation rate | 97.6% | 88.9%+8.7pp | 76.6%+21.0pp | 71.3%+26.3pp |
| Annual return | -16.27% | -11.72%-4.6pp | 35.97%-52.2pp | -11.88%-4.4pp |
| Employer contribution / active EE | $5,481 | $4,812+13.9% | $2,837+93.2% | $3,021+81.5% |
| Participant deferral / active EE | $8,854 | $8,027+10.3% | $4,657+90.1% | $5,125+72.8% |
| Admin fee / account holder | $37 | $64-42.4% | $7,494-99.5% | $79-53.5% |