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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,014 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,021 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,902 | $55,446+22.5% | $155,574-56.4% | $74,429-8.8% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 19.37% | 269.20%-249.8pp | 64.87%-45.5pp | 1368.38%-1349.0pp |
| Employer contribution / active EE | $3,436 | $2,266+51.6% | $4,676-26.5% | $2,625+30.9% |
| Participant deferral / active EE | $7,455 | $2,836+162.9% | $5,629+32.4% | $4,348+71.4% |
| Admin fee / account holder | $282 | $1,743-83.8% | $15,914-98.2% | $1,944-85.5% |