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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $154,784 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $99,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $61,348 |
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 | $122,950 | $122,259+0.6% | $147,041-16.4% | $199,874-38.5% |
| Participation rate | 93.1% | 78.3%+14.8pp | 82.2%+10.9pp | 72.0%+21.1pp |
| Annual return | 13.97% | 30.58%-16.6pp | 419.21%-405.2pp | 34.28%-20.3pp |
| Employer contribution / active EE | $3,380 | $4,097-17.5% | $4,935-31.5% | $3,036+11.3% |
| Participant deferral / active EE | $9,862 | $8,504+16.0% | $8,071+22.2% | $5,090+93.8% |
| Admin fee / account holder | $61 | $179-66.0% | $13,006-99.5% | $269-77.4% |