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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,469 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,511 |
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).
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 | $78,797 | $78,562+0.3% | $105,608-25.4% | $74,429+5.9% |
| Participation rate | 73.6% | 72.8%+0.8pp | 75.3%-1.7pp | 67.2%+6.4pp |
| Annual return | 15.42% | 15.94%-0.5pp | 116.50%-101.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,385 | $2,521-45.1% | $3,167-56.3% | $2,625-47.2% |
| Participant deferral / active EE | $5,785 | $4,321+33.9% | $5,010+15.5% | $4,348+33.0% |
| Admin fee / account holder | $390 | $2,217-82.4% | $11,028-96.5% | $1,944-79.9% |