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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,115 |
EIP CORP9 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
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 | $39,480 | $59,456-33.6% | $93,669-57.9% | $74,429-47.0% |
| Participation rate | 89.6% | 59.6%+29.9pp | 68.7%+20.8pp | 67.2%+22.4pp |
| Annual return | 16.56% | 82.00%-65.4pp | 133.59%-117.0pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $686 | $1,266-45.8% | $2,424-71.7% | $2,625-73.9% |
| Participant deferral / active EE | $4,292 | $3,052+40.6% | $4,416-2.8% | $4,348-1.3% |
| Admin fee / account holder | $14 | $3,026-99.5% | $8,291-99.8% | $1,944-99.3% |