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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,792 |
Service code 27 1801 CALIFORNIA ST 23RD FLOOR · DENVER, CO 80202 | Advisory (Plan) | $15,617 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,580 | $104,919-37.5% | $116,228-43.6% | $85,563-23.4% |
| Participation rate | 76.3% | 78.6%-2.3pp | 74.6%+1.7pp | 66.0%+10.3pp |
| Annual return | 15.45% | 15.38%+0.1pp | 90.06%-74.6pp | 31.51%-16.1pp |
| Employer contribution / active EE | $731 | $3,485-79.0% | $2,994-75.6% | $2,654-72.5% |
| Participant deferral / active EE | $2,569 | $5,306-51.6% | $4,953-48.1% | $4,375-41.3% |
| Admin fee / account holder | $137 | $429-68.0% | $11,989-98.9% | $834-83.6% |