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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,745 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,600 |
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 | $159,282 | $88,203+80.6% | $165,100-3.5% | $74,478+113.9% |
| Participation rate | 94.4% | 73.1%+21.3pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 12.85% | 17.13%-4.3pp | 70.21%-57.4pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $8,190 | $2,601+214.9% | $4,348+88.4% | $2,626+211.8% |
| Participant deferral / active EE | $5,279 | $4,505+17.2% | $6,035-12.5% | $4,350+21.3% |
| Admin fee / account holder | $166 | $2,235-92.6% | $12,696-98.7% | $1,946-91.5% |