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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 | Other fees; Securities brokerage | $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 | $131,639-39.7% | $112,040-29.2% | $103,975-23.7% |
| Participation rate | 99.3% | 88.3%+11.0pp | 76.5%+22.8pp | 72.5%+26.8pp |
| Annual return | 23.32% | 14.57%+8.8pp | 24.52%-1.2pp | 19.41%+3.9pp |
| Employer contribution / active EE | $5,631 | $3,865+45.7% | $2,954+90.6% | $3,722+51.3% |
| Participant deferral / active EE | $10,808 | $6,986+54.7% | $5,098+112.0% | $5,343+102.3% |
| Admin fee / account holder | $165 | $134+22.5% | $12,098-98.6% | $332-50.5% |