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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,024 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $27,561 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,576 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,156 |
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 | $54,573 | $106,230-48.6% | $147,080-62.9% | $77,736-29.8% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 24.11% | 56.91%-32.8pp | 420.17%-396.1pp | 31.26%-7.1pp |
| Employer contribution / active EE | $5,364 | $4,072+31.7% | $4,933+8.7% | $2,728+96.7% |
| Participant deferral / active EE | $11,432 | $8,001+42.9% | $8,066+41.7% | $4,651+145.8% |
| Admin fee / account holder | $210 | $338-38.1% | $12,989-98.4% | $433-51.6% |