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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,592 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $354 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,633 | $79,223-41.1% | $102,460-54.5% | $74,478-37.4% |
| Participation rate | 92.8% | 74.8%+18.0pp | 76.5%+16.3pp | 67.2%+25.6pp |
| Annual return | 6.78% | 54.98%-48.2pp | 29.47%-22.7pp | 1370.56%-1363.8pp |
| Employer contribution / active EE | $1,911 | $2,363-19.1% | $3,025-36.8% | $2,626-27.2% |
| Participant deferral / active EE | $5,397 | $4,417+22.2% | $5,056+6.7% | $4,350+24.1% |
| Admin fee / account holder | $189 | $2,003-90.6% | $9,460-98.0% | $1,946-90.3% |