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 |
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 | $102,364+89.4% | $120,344+61.1% | $102,364+89.4% |
| Participation rate | 99.6% | 82.9%+16.8pp | 76.7%+22.9pp | 82.9%+16.8pp |
| Annual return | 10.98% | 13.75%-2.8pp | 20.30%-9.3pp | 13.75%-2.8pp |
| Employer contribution / active EE | $6,644 | $3,994+66.4% | $3,020+120.0% | $3,994+66.4% |
| Participant deferral / active EE | $10,425 | $5,690+83.2% | $5,135+103.0% | $5,690+83.2% |
| Admin fee / account holder | $101 | $214-52.8% | $12,742-99.2% | $214-52.8% |