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 | $32,312 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,506 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,152 |
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 | $65,984 | $122,239-46.0% | $184,203-64.2% | $74,495-11.4% |
| Participation rate | 96.9% | 85.5%+11.4pp | 86.8%+10.0pp | 67.2%+29.6pp |
| Annual return | 13.60% | 19.95%-6.3pp | 28.81%-15.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,118 | $4,537-31.3% | $6,427-51.5% | $2,623+18.9% |
| Participant deferral / active EE | $5,203 | $7,139-27.1% | $9,131-43.0% | $4,346+19.7% |
| Admin fee / account holder | $283 | $1,260-77.6% | $13,901-98.0% | $1,942-85.4% |