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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 | $50,820-5.2% | $155,567-69.0% | $77,671-38.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 16.78% | 34.85%-18.1pp | 64.74%-48.0pp | 31.21%-14.4pp |
| Employer contribution / active EE | $1,650 | $1,993-17.2% | $4,674-64.7% | $2,726-39.5% |
| Participant deferral / active EE | $5,943 | $2,823+110.5% | $5,628+5.6% | $4,648+27.9% |
| Admin fee / account holder | $137 | $436-68.6% | $15,916-99.1% | $430-68.2% |