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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 | $16,103 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,971 |
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 | $206,174 | $55,446+271.8% | $155,574+32.5% | $74,429+177.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 17.05% | 269.20%-252.2pp | 64.87%-47.8pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $9,375 | $2,266+313.7% | $4,676+100.5% | $2,625+257.2% |
| Participant deferral / active EE | $7,745 | $2,836+173.1% | $5,629+37.6% | $4,348+78.1% |
| Admin fee / account holder | $161 | $1,743-90.8% | $15,914-99.0% | $1,944-91.7% |