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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $165,146 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $144,356 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $42,209 |
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 | $79,350 | $129,270-38.6% | $120,344-34.1% | $89,670-11.5% |
| Participation rate | 99.3% | 90.9%+8.4pp | 76.7%+22.6pp | 71.2%+28.1pp |
| Annual return | 23.32% | 12.39%+10.9pp | 20.30%+3.0pp | 19.66%+3.7pp |
| Employer contribution / active EE | $5,631 | $4,468+26.0% | $3,020+86.4% | $4,041+39.3% |
| Participant deferral / active EE | $10,808 | $7,255+49.0% | $5,135+110.5% | $3,962+172.8% |
| Admin fee / account holder | $165 | $124+32.4% | $12,742-98.7% | $352-53.2% |