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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $212,537 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,479 |
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 | $23,413 | $58,336-59.9% | $97,260-75.9% | $199,960-88.3% |
| Participation rate | 74.1% | 63.8%+10.4pp | 72.7%+1.5pp | 72.0%+2.1pp |
| Annual return | 13.78% | 32.81%-19.0pp | 75.54%-61.8pp | 34.28%-20.5pp |
| Employer contribution / active EE | $990 | $1,416-30.1% | $2,721-63.6% | $3,036-67.4% |
| Participant deferral / active EE | $1,602 | $3,240-50.6% | $4,262-62.4% | $5,087-68.5% |
| Admin fee / account holder | $88 | $114-22.4% | $5,640-98.4% | $269-67.2% |