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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 | $62,824 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,804 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $29,986 |
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 | $94,971 | $56,503+68.1% | $69,890+35.9% | $64,824+46.5% |
| Participation rate | 92.7% | 70.5%+22.2pp | 70.5%+22.2pp | 71.5%+21.2pp |
| Annual return | -15.65% | -13.44%-2.2pp | 190.84%-206.5pp | 32.84%-48.5pp |
| Employer contribution / active EE | $3,608 | $2,046+76.3% | $2,560+40.9% | $2,507+43.9% |
| Participant deferral / active EE | $7,310 | $3,389+115.7% | $3,848+89.9% | $4,311+69.5% |
| Admin fee / account holder | $234 | $160+46.2% | $6,267-96.3% | $188+24.8% |