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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 | $84,738 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,946 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
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 | $190,791 | $145,174+31.4% | $182,262+4.7% | $69,255+175.5% |
| Participation rate | 97.3% | 77.3%+20.0pp | 84.2%+13.1pp | 69.0%+28.2pp |
| Annual return | 10.48% | 24.21%-13.7pp | 140.60%-130.1pp | 26.73%-16.3pp |
| Employer contribution / active EE | $6,813 | $4,864+40.1% | $5,046+35.0% | $2,645+157.6% |
| Participant deferral / active EE | $14,653 | $7,703+90.2% | $8,276+77.0% | $2,890+406.9% |
| Admin fee / account holder | $227 | $791-71.4% | $16,712-98.6% | $733-69.1% |