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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 | $30,691 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $14,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
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 | $90,389 | $71,523+26.4% | $98,461-8.2% | $71,511+26.4% |
| Participation rate | 92.3% | 72.7%+19.6pp | 75.2%+17.1pp | 67.9%+24.3pp |
| Annual return | 26.04% | 32.43%-6.4pp | 21.17%+4.9pp | 28.86%-2.8pp |
| Employer contribution / active EE | $2,315 | $2,399-3.5% | $3,049-24.1% | $2,589-10.6% |
| Participant deferral / active EE | $4,501 | $4,109+9.6% | $4,738-5.0% | $4,291+4.9% |
| Admin fee / account holder | $193 | $1,676-88.5% | $8,961-97.8% | $1,588-87.9% |