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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 | $128,823 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54,543 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,854 |
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 | $76,370 | $105,248-27.4% | $147,318-48.2% | $71,012+7.5% |
| Participation rate | 97.0% | 66.1%+30.8pp | 82.1%+14.9pp | 58.6%+38.4pp |
| Annual return | 23.72% | 26.02%-2.3pp | 70.43%-46.7pp | 37.67%-13.9pp |
| Employer contribution / active EE | $5,872 | $3,785+55.1% | $4,593+27.9% | $2,348+150.1% |
| Participant deferral / active EE | $13,225 | $6,452+105.0% | $7,906+67.3% | $3,246+307.4% |
| Admin fee / account holder | $246 | $862-71.5% | $13,708-98.2% | $1,167-78.9% |