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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 | $85,660-7.4% | $140,514-43.5% | $85,660-7.4% |
| Participation rate | 99.3% | 74.8%+24.5pp | 77.8%+21.5pp | 74.8%+24.5pp |
| Annual return | 23.32% | 19.52%+3.8pp | 14.36%+9.0pp | 19.52%+3.8pp |
| Employer contribution / active EE | $5,631 | $4,199+34.1% | $3,378+66.7% | $4,199+34.1% |
| Participant deferral / active EE | $10,808 | $3,518+207.2% | $4,919+119.7% | $3,518+207.2% |
| Admin fee / account holder | $165 | $224-26.5% | $13,697-98.8% | $224-26.5% |