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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 | $7,051 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
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 | $177,974 | $61,391+189.9% | $149,723+18.9% | $71,529+148.8% |
| Participation rate | 92.5% | 62.5%+30.0pp | 78.8%+13.7pp | 67.9%+24.5pp |
| Annual return | 20.78% | 35.88%-15.1pp | 134.50%-113.7pp | 28.97%-8.2pp |
| Employer contribution / active EE | $9,628 | $2,384+303.9% | $4,821+99.7% | $2,590+271.8% |
| Participant deferral / active EE | $7,261 | $2,921+148.6% | $5,682+27.8% | $4,291+69.2% |
| Admin fee / account holder | $98 | $1,264-92.2% | $13,215-99.3% | $1,588-93.8% |