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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 | $25,922 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,787 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,035 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $115,306 | $89,093+29.4% | $102,434+12.6% | $77,736+48.3% |
| Participation rate | 72.8% | 80.9%-8.1pp | 76.5%-3.7pp | 70.6%+2.2pp |
| Annual return | 12.80% | 25.03%-12.2pp | 29.46%-16.7pp | 31.26%-18.5pp |
| Employer contribution / active EE | $232 | $2,699-91.4% | $3,023-92.3% | $2,728-91.5% |
| Participant deferral / active EE | $2,565 | $5,147-50.2% | $5,055-49.3% | $4,651-44.8% |
| Admin fee / account holder | $228 | $236-3.1% | $9,462-97.6% | $433-47.3% |