Filed December 18, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $327,486 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $2,412 |
Service code 26 · EIN 83-2676110 | Advisory (Participants) | $1,769 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT LLC Service code 26 · EIN 25-1879568 | Advisory (Participants) | $1,628 |
Service code 16 · EIN 34-1820650 | Consulting | $900 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $449 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $315 |
DRIVEN INVESTMENTS LLC1 year Service code 26 · EIN 85-1639367 | Advisory (Participants) | $20 |
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 | $38,765 | $68,330-43.3% | $149,740-74.1% | $96,393-59.8% |
| Participation rate | 82.6% | 74.6%+8.0pp | 78.8%+3.8pp | 71.3%+11.3pp |
| Annual return | 15.81% | 29.64%-13.8pp | 134.51%-118.7pp | 22.88%-7.1pp |
| Employer contribution / active EE | $4,632 | $2,139+116.5% | $4,821-3.9% | $3,239+43.0% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,683-100.0% | $5,455-100.0% |
| Admin fee / account holder | $27 | $52-48.8% | $13,222-99.8% | $74-64.0% |