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 | $1,140,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $445,208 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 99 · EIN 77-0473565 | Other Fees | $9,877 |
Service code 99 · EIN 39-1897480 | Other Fees | $8,619 |
Filed as: ABSOLUTE CAPITAL MANAGMENT LLC Service code 26 · EIN 25-1879568 | Advisory (Participants) | $7,476 |
Service code 99 · EIN 83-2676110 | Other Fees | $4,257 |
Filed as: VESTIA ADVISORS LLC Service code 99 · EIN 82-1828832 | Other Fees | $3,633 |
CHARLES SCHWAB & CO., INC.8 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,421 |
DRIVEN INVESTMENTS LLC1 year Service code 99 · EIN 85-1639367 | Other Fees | $613 |
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 | $63,951 | $73,283-12.7% | $155,556-58.9% | $106,553-40.0% |
| Participation rate | 88.5% | 73.3%+15.2pp | 78.2%+10.3pp | 69.8%+18.7pp |
| Annual return | 16.34% | 15.76%+0.6pp | 64.84%-48.5pp | 17.37%-1.0pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,408 | $4,567+40.3% | $5,631+13.8% | $5,562+15.2% |
| Admin fee / account holder | $87 | $56+56.3% | $15,885-99.4% | $80+9.7% |