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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $43,986 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,696 |
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 | $26,678 | $82,188-67.5% | $125,391-78.7% | $64,824-58.8% |
| Participation rate | 93.5% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | 9.72% | 3.50%+6.2pp | 572.41%-562.7pp | 32.84%-23.1pp |
| Employer contribution / active EE | $3,632 | $3,617+0.4% | $4,816-24.6% | $2,507+44.9% |
| Participant deferral / active EE | $11,137 | $7,177+55.2% | $7,448+49.5% | $4,311+158.3% |
| Admin fee / account holder | $149 | $163-9.0% | $10,009-98.5% | $188-20.9% |