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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 | $240,716 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119,321 |
BROCK AND COMPANY2 years Filed as: BROCK AND COMPANY CPAS PC Service code 10 4940 PEARL E CIRCLE SUITE 300 · BOULDER, CO 80301 | Accounting | $15,275 |
BOKF, NA3 years Service code 27 TRUST SERVICES DEPARTMENT 1660 · TULSA, OK 74182 | Advisory (Plan) | $1,750 |
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 | $49,498 | $122,596-59.6% | $184,260-73.1% | $199,960-75.2% |
| Participation rate | 77.0% | 86.9%-9.9pp | 86.8%-9.8pp | 72.0%+5.0pp |
| Annual return | 19.04% | 144.14%-125.1pp | 28.84%-9.8pp | 34.28%-15.2pp |
| Employer contribution / active EE | $3,137 | $4,570-31.4% | $6,427-51.2% | $3,036+3.3% |
| Participant deferral / active EE | $6,342 | $7,972-20.4% | $9,133-30.6% | $5,087+24.7% |
| Admin fee / account holder | $230 | $120+91.2% | $13,898-98.3% | $269-14.5% |