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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 | $55,470+22.4% | $155,556-56.3% | $74,478-8.8% |
| Participation rate | 88.3% | 61.9%+26.4pp | 78.2%+10.1pp | 67.2%+21.1pp |
| Annual return | 19.37% | 269.80%-250.4pp | 64.84%-45.5pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $3,436 | $2,267+51.6% | $4,675-26.5% | $2,626+30.8% |
| Participant deferral / active EE | $7,455 | $2,838+162.7% | $5,631+32.4% | $4,350+71.4% |
| Admin fee / account holder | $282 | $1,744-83.8% | $15,885-98.2% | $1,946-85.5% |