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 | $95,216+103.6% | $140,514+38.0% | $95,216+103.6% |
| Participation rate | 99.6% | 86.5%+13.2pp | 77.8%+21.8pp | 86.5%+13.2pp |
| Annual return | 10.98% | 11.45%-0.5pp | 14.36%-3.4pp | 11.45%-0.5pp |
| Employer contribution / active EE | $6,644 | $4,418+50.4% | $3,378+96.7% | $4,418+50.4% |
| Participant deferral / active EE | $10,425 | $4,181+149.3% | $4,919+112.0% | $4,181+149.3% |
| Admin fee / account holder | $101 | $189-46.5% | $13,697-99.3% | $189-46.5% |