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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,223 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE, INC Service code 33 · EIN 47-0533629 200 S. 108TH AVENUE · OMAHA, NE 68154 | Direct payment from the plan; Securit... | $0 |
TD AMERITRADE, INC.9+ years Service code 33 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $727,160 | $91,439+695.2% | $135,974+434.8% | $71,511+916.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.87% | 29.90%-14.0pp | 68.30%-52.4pp | 28.86%-13.0pp |
| Employer contribution / active EE | $21,109 | $3,705+469.8% | $4,859+334.4% | $2,589+715.3% |
| Participant deferral / active EE | $14,060 | $7,093+98.2% | $7,760+81.2% | $4,291+227.7% |
| Admin fee / account holder | $77 | $1,267-93.9% | $10,767-99.3% | $1,588-95.2% |