Filed June 16, 2025 (most recent of 3 filings on file)
Total covered: 90 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $136,433 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $76,367 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $8,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,284 | $92,186-48.7% | $105,624-55.2% | $77,762-39.2% |
| Participation rate | 87.5% | 81.0%+6.5pp | 75.3%+12.2pp | 70.6%+16.9pp |
| Annual return | 12.64% | 17.83%-5.2pp | 116.20%-103.6pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,740 | $3,376-18.8% | $3,168-13.5% | $2,728+0.4% |
| Participant deferral / active EE | $5,836 | $5,395+8.2% | $5,013+16.4% | $4,651+25.5% |
| Admin fee / account holder | $410 | $219+87.1% | $10,961-96.3% | $433-5.3% |