Filed May 19, 2025 (most recent of 6 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,141 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,473 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,578 | $122,063+18.4% | $184,256-21.5% | $74,478+94.1% |
| Participation rate | 98.9% | 85.5%+13.4pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 13.34% | 19.92%-6.6pp | 28.85%-15.5pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $8,650 | $4,539+90.6% | $6,427+34.6% | $2,626+229.4% |
| Participant deferral / active EE | $6,883 | $7,144-3.7% | $9,133-24.6% | $4,350+58.2% |
| Admin fee / account holder | $280 | $1,253-77.6% | $13,899-98.0% | $1,946-85.6% |