Filed December 9, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,439 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,500 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,176 | $102,661-36.5% | $151,645-57.0% | $66,949-2.6% |
| Participation rate | 92.9% | 85.5%+7.3pp | 87.5%+5.4pp | 69.8%+23.0pp |
| Annual return | -13.45% | -10.81%-2.6pp | 3.34%-16.8pp | 1.57%-15.0pp |
| Employer contribution / active EE | $9,078 | $4,184+117.0% | $6,165+47.3% | $2,545+256.7% |
| Participant deferral / active EE | $5,951 | $6,645-10.5% | $8,363-28.8% | $4,239+40.4% |
| Admin fee / account holder | $375 | $630-40.5% | $11,614-96.8% | $594-36.9% |