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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 | $1,662 |
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 | $131,903 | $61,391+114.9% | $149,723-11.9% | $71,529+84.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.39% | 35.88%-21.5pp | 134.50%-120.1pp | 28.97%-14.6pp |
| Employer contribution / active EE | $4,973 | $2,384+108.6% | $4,821+3.1% | $2,590+92.0% |
| Participant deferral / active EE | $9,662 | $2,921+230.8% | $5,682+70.0% | $4,291+125.1% |
| Admin fee / account holder | $10 | $1,264-99.2% | $13,215-99.9% | $1,588-99.4% |