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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 | $19,173 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,848 |
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 | $48,474 | $101,752-52.4% | $164,928-70.6% | $80,911-40.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.98% | 16.73%-4.8pp | 70.08%-58.1pp | 35.63%-23.7pp |
| Employer contribution / active EE | $2,756 | $2,953-6.7% | $4,343-36.5% | $2,7560% |
| Participant deferral / active EE | $3,261 | $4,477-27.2% | $6,034-45.9% | $4,297-24.1% |
| Admin fee / account holder | $209 | $8,218-97.5% | $12,684-98.4% | $6,935-97.0% |