Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243 | Advisory (Participants) | $185,929 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $181,044 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $4,032 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $2,145 |
Service code 26 · EIN 83-2676110 | Advisory (Participants) | $2,114 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT LLC Service code 26 · EIN 25-1879568 | Advisory (Participants) | $1,887 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $1,007 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $771 |
DRIVEN INVESTMENTS LLC2 years Service code 26 · EIN 85-1639367 | Advisory (Participants) | $376 |
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 | $42,948 | $73,283-41.4% | $155,556-72.4% | $106,553-59.7% |
| Participation rate | 83.6% | 73.3%+10.3pp | 78.2%+5.4pp | 69.8%+13.8pp |
| Annual return | 11.82% | 15.76%-3.9pp | 64.84%-53.0pp | 17.37%-5.6pp |
| Employer contribution / active EE | $4,512 | $2,241+101.4% | $4,675-3.5% | $3,359+34.3% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $28 | $56-49.8% | $15,885-99.8% | $80-64.8% |