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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $115,876 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $113,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $22,210 |
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 | $52,735 | $130,052-59.5% | $86,698-39.2% | $77,906-32.3% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -13.75% | -12.73%-1.0pp | 35.95%-49.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $4,842 | $3,214+50.7% | $2,837+70.7% | $2,846+70.1% |
| Participant deferral / active EE | $9,655 | $5,741+68.2% | $4,656+107.4% | $4,805+100.9% |
| Admin fee / account holder | $169 | $132+28.0% | $7,493-97.7% | $133+27.3% |