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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,948 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,849 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,119 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $138,187 | $79,181+74.5% | $102,423+34.9% | $74,429+85.7% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 14.04% | 54.97%-40.9pp | 29.42%-15.4pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $5,131 | $2,362+117.3% | $3,023+69.7% | $2,625+95.5% |
| Participant deferral / active EE | $8,082 | $4,416+83.0% | $5,054+59.9% | $4,348+85.9% |
| Admin fee / account holder | $348 | $2,002-82.6% | $9,455-96.3% | $1,944-82.1% |