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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,054 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,019 |
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 | $48,190 | $50,860-5.3% | $155,574-69.0% | $77,714-38.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 16.78% | 34.86%-18.1pp | 64.87%-48.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $1,650 | $1,991-17.1% | $4,676-64.7% | $2,727-39.5% |
| Participant deferral / active EE | $5,943 | $2,825+110.4% | $5,629+5.6% | $4,649+27.8% |
| Admin fee / account holder | $137 | $436-68.7% | $15,914-99.1% | $433-68.5% |