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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,155 |
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 | $60,897 | $50,919+19.6% | $155,556-60.9% | $77,762-21.7% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 16.69% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.6pp |
| Employer contribution / active EE | $2,816 | $1,991+41.4% | $4,675-39.8% | $2,728+3.2% |
| Participant deferral / active EE | $6,059 | $2,824+114.5% | $5,631+7.6% | $4,651+30.3% |
| Admin fee / account holder | $105 | $437-75.9% | $15,885-99.3% | $433-75.7% |