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 | $47,596 |
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 | $5,844 |
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 | $134,007 | $130,294+2.8% | $170,028-21.2% | $71,495+87.4% |
| Participation rate | 92.0% | 86.2%+5.8pp | 87.0%+4.9pp | 67.9%+24.0pp |
| Annual return | 18.08% | 20.36%-2.3pp | 53.39%-35.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $8,860 | $4,385+102.1% | $6,788+30.5% | $2,589+242.2% |
| Participant deferral / active EE | $7,080 | $6,928+2.2% | $10,409-32.0% | $4,291+65.0% |
| Admin fee / account holder | $236 | $966-75.6% | $12,820-98.2% | $1,588-85.1% |