Filed January 22, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $28,747 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,260 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,253 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,648 | $130,194-49.6% | $169,993-61.4% | $71,457-8.1% |
| Participation rate | 96.5% | 86.1%+10.3pp | 87.0%+9.5pp | 67.9%+28.6pp |
| Annual return | 16.37% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $2,888 | $4,381-34.1% | $6,785-57.4% | $2,588+11.6% |
| Participant deferral / active EE | $5,019 | $6,923-27.5% | $10,408-51.8% | $4,289+17.0% |
| Admin fee / account holder | $271 | $966-71.9% | $12,815-97.9% | $1,587-82.9% |