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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 | $12,771 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,511 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $7,888 |
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 | $78,533 | $60,393+30.0% | $81,820-4.0% | $74,429+5.5% |
| Participation rate | 95.3% | 62.9%+32.4pp | 72.4%+22.9pp | 67.2%+28.1pp |
| Annual return | 13.32% | 16.89%-3.6pp | 777.93%-764.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $3,879 | $2,626+47.7% | $2,915+33.1% | $2,625+47.8% |
| Participant deferral / active EE | $5,772 | $3,397+69.9% | $4,323+33.5% | $4,348+32.7% |
| Admin fee / account holder | $108 | $1,491-92.8% | $7,391-98.5% | $1,944-94.4% |