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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,971 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,896 |
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 | $36,997 | $47,163-21.6% | $149,696-75.3% | $74,460-50.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 14.10% | 22.75%-8.7pp | 134.46%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,211 | $1,907-36.5% | $4,821-74.9% | $2,638-54.1% |
| Participant deferral / active EE | $5,388 | $2,730+97.3% | $5,682-5.2% | $4,530+18.9% |
| Admin fee / account holder | $173 | $343-49.6% | $13,212-98.7% | $348-50.3% |