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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 | $43,031 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $41,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,641 |
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 | $42,234 | $62,686-32.6% | $178,505-76.3% | $77,762-45.7% |
| Participation rate | 91.2% | 66.9%+24.3pp | 77.1%+14.1pp | 70.6%+20.6pp |
| Annual return | 14.00% | 16.16%-2.2pp | 27.16%-13.2pp | 31.27%-17.3pp |
| Employer contribution / active EE | $638 | $1,914-66.6% | $3,955-83.9% | $2,728-76.6% |
| Participant deferral / active EE | $3,793 | $4,224-10.2% | $6,280-39.6% | $4,651-18.4% |
| Admin fee / account holder | $278 | $386-28.0% | $10,428-97.3% | $433-35.8% |