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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 | $83,843-37.8% | $123,973-57.9% | $65,306-20.1% |
| Participation rate | 92.1% | 56.0%+36.2pp | 76.7%+15.5pp | 57.7%+34.5pp |
| Annual return | 12.71% | 19.87%-7.2pp | 388.13%-375.4pp | 21.94%-9.2pp |
| Employer contribution / active EE | $6,932 | $2,873+141.3% | $4,126+68.0% | $1,967+252.4% |
| Participant deferral / active EE | $6,068 | $2,997+102.5% | $5,247+15.6% | $2,959+105.0% |
| Admin fee / account holder | $413 | $4,735-91.3% | $11,799-96.5% | $3,480-88.1% |