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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 | $10,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $425 |
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 | $167,563 | $65,125+157.3% | $143,797+16.5% | $66,949+150.3% |
| Participation rate | 86.2% | 65.2%+21.0pp | 80.3%+5.9pp | 69.8%+16.4pp |
| Annual return | -15.70% | -11.13%-4.6pp | -0.04%-15.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $9,898 | $2,362+319.0% | $4,952+99.9% | $2,545+288.8% |
| Participant deferral / active EE | $7,376 | $2,920+152.6% | $5,638+30.8% | $4,239+74.0% |
| Admin fee / account holder | $78 | $503-84.5% | $14,679-99.5% | $594-86.8% |