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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $75,739 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,121 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $30,000 |
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 | $113,664 | $66,486+71.0% | $81,370+39.7% | $77,762+46.2% |
| Participation rate | 96.2% | 68.7%+27.5pp | 69.5%+26.7pp | 70.6%+25.6pp |
| Annual return | 13.45% | 15.95%-2.5pp | 24.85%-11.4pp | 31.27%-17.8pp |
| Employer contribution / active EE | $3,822 | $2,158+77.1% | $2,464+55.1% | $2,728+40.1% |
| Participant deferral / active EE | $7,934 | $3,677+115.8% | $3,885+104.2% | $4,651+70.6% |
| Admin fee / account holder | $250 | $586-57.4% | $5,749-95.7% | $433-42.3% |