Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 53 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $415,708 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136,208 |
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $112,753 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 PO BOX 7398 · MADISON, WI 537077398 | Accounting | $29,400 |
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 | $124,674 | $150,494-17.2% | $199,883-37.6% | $100,573+24.0% |
| Participation rate | 98.6% | 91.1%+7.5pp | 86.8%+11.8pp | 70.9%+27.7pp |
| Annual return | 19.68% | 16.14%+3.5pp | 43.81%-24.1pp | 18.89%+0.8pp |
| Employer contribution / active EE | $5,916 | $5,383+9.9% | $6,261-5.5% | $3,763+57.2% |
| Participant deferral / active EE | $9,564 | $9,302+2.8% | $9,138+4.7% | $4,921+94.4% |
| Admin fee / account holder | $185 | $162+13.8% | $17,268-98.9% | $454-59.3% |