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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 | $98,748 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $61,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,457 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $5,839 |
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 | $46,067 | $106,264-56.6% | $147,117-68.7% | $77,762-40.8% |
| Participation rate | 93.2% | 78.4%+14.8pp | 82.2%+11.0pp | 70.6%+22.6pp |
| Annual return | 94.16% | 56.94%+37.2pp | 420.54%-326.4pp | 31.27%+62.9pp |
| Employer contribution / active EE | $1,738 | $4,074-57.3% | $4,932-64.8% | $2,728-36.3% |
| Participant deferral / active EE | $4,093 | $8,003-48.9% | $8,065-49.2% | $4,651-12.0% |
| Admin fee / account holder | $131 | $334-60.9% | $12,993-99.0% | $433-69.8% |