Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $561,996 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $384,529 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $2,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,879 | $126,505+53.3% | $113,397+71.0% | $126,505+53.3% |
| Participation rate | 99.6% | 81.0%+18.6pp | 76.5%+23.1pp | 81.0%+18.6pp |
| Annual return | 10.98% | 14.86%-3.9pp | 23.20%-12.2pp | 14.86%-3.9pp |
| Employer contribution / active EE | $6,644 | $4,041+64.4% | $2,977+123.2% | $4,041+64.4% |
| Participant deferral / active EE | $10,425 | $6,313+65.1% | $5,076+105.4% | $6,313+65.1% |
| Admin fee / account holder | $101 | $145-30.4% | $11,957-99.2% | $145-30.4% |