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 | $1,047,890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $339,497 |
Filed as: CHANEY CAPITAL MANAGEMENT INC Service code 26 · EIN 91-1925976 | Advisory (Participants) | $6,821 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT LLC Service code 26 · EIN 25-1879568 | Advisory (Participants) | $6,542 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $6,044 |
Service code 16 · EIN 34-1820650 | Consulting | $2,100 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $102 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,968 | $68,330-15.2% | $149,740-61.3% | $96,393-39.9% |
| Participation rate | 86.0% | 74.6%+11.4pp | 78.8%+7.2pp | 71.3%+14.7pp |
| Annual return | 18.69% | 29.64%-11.0pp | 134.51%-115.8pp | 22.88%-4.2pp |
| Employer contribution / active EE | -$0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $6,100 | $4,422+38.0% | $5,683+7.3% | $5,455+11.8% |
| Admin fee / account holder | $81 | $52+55.9% | $13,222-99.4% | $74+9.7% |