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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,818 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54 |
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 | $188,456 | $46,464+305.6% | $150,298+25.4% | $79,634+136.7% |
| Participation rate | 98.6% | 57.0%+41.6pp | 77.8%+20.8pp | 62.5%+36.1pp |
| Annual return | 16.47% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $6,180 | $1,512+308.9% | $4,154+48.8% | $2,529+144.4% |
| Participant deferral / active EE | $7,091 | $2,157+228.8% | $5,453+30.0% | $3,835+84.9% |
| Admin fee / account holder | $25 | $891-97.1% | $14,116-99.8% | $1,002-97.5% |