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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,018,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $286,381 |
CHANEY CAPITAL MANAGEMENT3 years Service code 26 · EIN 91-1925976 | Advisory (Participants) | $6,938 |
Service code 26 · EIN 25-1879568 | Advisory (Participants) | $6,587 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,977 |
Service code 16 · EIN 34-1820650 | Consulting | $1,200 |
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 | $51,104 | $83,057-38.5% | $143,801-64.5% | $89,433-42.9% |
| Participation rate | 84.3% | 74.0%+10.2pp | 80.3%+3.9pp | 71.3%+13.0pp |
| Annual return | -15.08% | -13.97%-1.1pp | -0.04%-15.0pp | -11.88%-3.2pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,952-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $5,732 | $4,281+33.9% | $5,639+1.7% | $5,125+11.9% |
| Admin fee / account holder | $82 | $83-1.7% | $14,680-99.4% | $79+2.7% |