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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 | $27,301 |
Service code 27 16516 BERNARDO CTR DR STE 300 · SAN DIEGO, CA 92128 | Advisory (Plan) | $8,294 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,834 |
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 | $18,780 | $50,199-62.6% | $70,098-73.2% | $66,930-71.9% |
| Participation rate | 87.5% | 66.3%+21.2pp | 70.5%+17.0pp | 69.8%+17.7pp |
| Annual return | -17.12% | -13.85%-3.3pp | 190.76%-207.9pp | 1.57%-18.7pp |
| Employer contribution / active EE | $1,084 | $1,864-41.8% | $2,560-57.6% | $2,545-57.4% |
| Participant deferral / active EE | $3,126 | $3,112+0.4% | $3,849-18.8% | $4,238-26.2% |
| Admin fee / account holder | $202 | $600-66.3% | $6,266-96.8% | $593-65.9% |