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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98402 | Investment Management | $53,647 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,980 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,435 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $100 |
Participant contribution per participant 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 | $35,925 | $50,820-29.3% | $155,567-76.9% | $77,671-53.7% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 12.37% | 34.85%-22.5pp | 64.74%-52.4pp | 31.21%-18.8pp |
| Employer contribution / active EE | $3,429 | $1,993+72.1% | $4,674-26.6% | $2,726+25.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $107 | $436-75.5% | $15,916-99.3% | $430-75.2% |