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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,827 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,538 |
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 | $40,078 | $73,532-45.5% | $178,540-77.6% | $74,459-46.2% |
| Participation rate | 97.3% | 66.6%+30.7pp | 77.1%+20.2pp | 67.2%+30.1pp |
| Annual return | 11.77% | 17.51%-5.7pp | 27.15%-15.4pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $1,753 | $2,221-21.1% | $3,953-55.6% | $2,626-33.2% |
| Participant deferral / active EE | $3,884 | $4,519-14.0% | $6,281-38.2% | $4,350-10.7% |
| Admin fee / account holder | $170 | $1,813-90.6% | $10,424-98.4% | $1,945-91.2% |