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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 | $43,412 |
FREESTATE ADVISORS LLC7 years Service code 27 4901 W 136TH ST · LEAWOOD, KS 66224 | Advisory (Plan) | $37,403 |
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 | $25,081 | $53,344-53.0% | $121,204-79.3% | $74,460-66.3% |
| Participation rate | 89.9% | 60.0%+29.9pp | 69.5%+20.4pp | 70.7%+19.2pp |
| Annual return | 16.60% | 35.15%-18.6pp | 987.18%-970.6pp | 34.38%-17.8pp |
| Employer contribution / active EE | $777 | $1,898-59.1% | $4,170-81.4% | $2,638-70.5% |
| Participant deferral / active EE | $2,027 | $3,220-37.0% | $4,083-50.3% | $4,530-55.2% |
| Admin fee / account holder | $49 | $382-87.2% | $5,651-99.1% | $348-85.9% |