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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 | $15,574 |
HAYS COMPANIES3 years Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 80TH S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $15,564 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $199 |
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 | $27,108 | $59,006-54.1% | $97,260-72.1% | $74,459-63.6% |
| Participation rate | 79.7% | 63.7%+16.0pp | 72.7%+7.0pp | 67.2%+12.4pp |
| Annual return | 40.67% | 16.04%+24.6pp | 75.54%-34.9pp | 1369.70%-1329.0pp |
| Employer contribution / active EE | $2,076 | $1,894+9.6% | $2,721-23.7% | $2,626-20.9% |
| Participant deferral / active EE | $3,761 | $3,671+2.5% | $4,262-11.8% | $4,350-13.5% |
| Admin fee / account holder | $184 | $1,974-90.7% | $5,640-96.7% | $1,945-90.5% |