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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,378 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,494 |
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 | $52,172 | $80,674-35.3% | $119,126-56.2% | $64,340-18.9% |
| Participation rate | 92.1% | 55.2%+36.9pp | 75.8%+16.4pp | 55.2%+36.9pp |
| Annual return | 12.71% | 26.86%-14.2pp | 282.11%-269.4pp | 24.14%-11.4pp |
| Employer contribution / active EE | $6,932 | $2,564+170.3% | $4,034+71.9% | $1,862+272.4% |
| Participant deferral / active EE | $6,068 | $3,053+98.7% | $5,318+14.1% | $2,980+103.6% |
| Admin fee / account holder | $413 | $4,559-90.9% | $10,693-96.1% | $3,703-88.8% |