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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 | $41,583 |
CAVU WEALTH MANAGEMENT INC2 years Service code 27 10001 MAINE AVE · LAKESIDE, CA 92040 | Advisory (Plan) | $13,638 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,029 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,771 | $62,166-50.5% | $81,353-62.2% | $74,459-58.7% |
| Participation rate | 92.6% | 64.1%+28.5pp | 69.5%+23.0pp | 67.2%+25.3pp |
| Annual return | 15.39% | 16.50%-1.1pp | 24.82%-9.4pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,345 | $1,881-28.5% | $2,464-45.4% | $2,626-48.8% |
| Participant deferral / active EE | $4,127 | $3,223+28.0% | $3,885+6.2% | $4,350-5.1% |
| Admin fee / account holder | $264 | $1,925-86.3% | $5,766-95.4% | $1,945-86.4% |