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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98402 | Investment Management | $46,833 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,671 |
Filed as: CHARLES SCHWAB & COMPANY, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $2 |
Filed as: CHALES SCHWAB & COMPANY, INC. Service code 33 | Securities brokerage | $0 |
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 | $32,723 | $47,163-30.6% | $149,696-78.1% | $74,460-56.1% |
| Participation rate | 85.5% | 63.4%+22.1pp | 78.8%+6.7pp | 70.7%+14.8pp |
| Annual return | 14.50% | 22.75%-8.3pp | 134.46%-120.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,228 | $1,907+69.3% | $4,821-33.0% | $2,638+22.4% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $96 | $343-72.2% | $13,212-99.3% | $348-72.5% |