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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $153,129 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $126,305 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $29,183 |
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 | $67,978 | $110,282-38.4% | $102,457-33.7% | $199,874-66.0% |
| Participation rate | 99.1% | 86.3%+12.8pp | 76.5%+22.6pp | 72.0%+27.1pp |
| Annual return | 21.51% | 35.75%-14.2pp | 29.41%-7.9pp | 34.28%-12.8pp |
| Employer contribution / active EE | $4,940 | $3,603+37.1% | $3,022+63.5% | $3,036+62.7% |
| Participant deferral / active EE | $9,671 | $6,376+51.7% | $5,054+91.3% | $5,090+90.0% |
| Admin fee / account holder | $162 | $122+32.6% | $9,451-98.3% | $269-39.8% |