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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 | $214,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,378 |
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 | $188,259 | $73,034+157.8% | $76,891+144.8% | $80,187+134.8% |
| Participation rate | 96.3% | 78.1%+18.2pp | 69.6%+26.7pp | 72.9%+23.4pp |
| Annual return | 16.52% | 18.56%-2.0pp | 37.91%-21.4pp | 40.40%-23.9pp |
| Employer contribution / active EE | $6,528 | $2,779+134.9% | $2,534+157.7% | $2,980+119.1% |
| Participant deferral / active EE | $7,895 | $4,140+90.7% | $3,833+106.0% | $5,016+57.4% |
| Admin fee / account holder | $66 | $104-36.8% | $5,488-98.8% | $145-54.8% |