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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 | $50,919-5.4% | $155,556-69.0% | $77,762-38.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 16.78% | 34.84%-18.1pp | 64.84%-48.1pp | 31.27%-14.5pp |
| Employer contribution / active EE | $1,650 | $1,991-17.2% | $4,675-64.7% | $2,728-39.5% |
| Participant deferral / active EE | $5,943 | $2,824+110.4% | $5,631+5.5% | $4,651+27.8% |
| Admin fee / account holder | $137 | $437-68.7% | $15,885-99.1% | $433-68.4% |