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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 | $62,164-50.5% | $81,482-62.2% | $74,400-58.6% |
| Participation rate | 92.6% | 64.1%+28.5pp | 69.5%+23.1pp | 67.2%+25.4pp |
| Annual return | 15.39% | 16.50%-1.1pp | 24.79%-9.4pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $1,345 | $1,884-28.6% | $2,463-45.4% | $2,624-48.7% |
| Participant deferral / active EE | $4,127 | $3,230+27.7% | $3,885+6.2% | $4,348-5.1% |
| Admin fee / account holder | $264 | $1,923-86.3% | $5,761-95.4% | $1,944-86.4% |