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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 | $10,553 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,721 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $7,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,363 | $58,292+32.7% | $86,640-10.7% | $71,511+8.2% |
| Participation rate | 94.1% | 65.0%+29.0pp | 71.7%+22.4pp | 67.9%+26.1pp |
| Annual return | 15.44% | 21.63%-6.2pp | 592.52%-577.1pp | 28.86%-13.4pp |
| Employer contribution / active EE | $3,881 | $2,574+50.8% | $3,024+28.3% | $2,589+49.9% |
| Participant deferral / active EE | $5,961 | $3,438+73.4% | $4,438+34.3% | $4,291+38.9% |
| Admin fee / account holder | $146 | $1,057-86.2% | $5,616-97.4% | $1,588-90.8% |