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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 | $35,653 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,026 | $54,717+81.0% | $86,209+14.9% | $71,495+38.5% |
| Participation rate | 93.2% | 60.1%+33.1pp | 69.0%+24.2pp | 67.9%+25.3pp |
| Annual return | 14.70% | 20.07%-5.4pp | 1169.05%-1154.3pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,469 | $1,267+16.0% | $2,381-38.3% | $2,589-43.3% |
| Participant deferral / active EE | $5,903 | $3,110+89.8% | $3,986+48.1% | $4,291+37.6% |
| Admin fee / account holder | $310 | $1,922-83.9% | $6,853-95.5% | $1,588-80.5% |