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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 | $30,587 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,676 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,355 |
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 | $39,404 | $62,166-36.6% | $81,286-51.5% | $74,429-47.1% |
| Participation rate | 78.1% | 64.1%+14.0pp | 69.5%+8.6pp | 67.2%+10.9pp |
| Annual return | 13.02% | 16.50%-3.5pp | 24.80%-11.8pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,797 | $1,881-4.5% | $2,463-27.0% | $2,625-31.5% |
| Participant deferral / active EE | $3,030 | $3,223-6.0% | $3,883-22.0% | $4,348-30.3% |
| Admin fee / account holder | $258 | $1,925-86.6% | $5,764-95.5% | $1,944-86.7% |