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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 | $87,323 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68,547 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $25,708 |
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 | $64,788 | $90,064-28.1% | $100,392-35.5% | $77,736-16.7% |
| Participation rate | 93.8% | 81.3%+12.5pp | 81.5%+12.3pp | 70.6%+23.2pp |
| Annual return | 19.74% | 20.61%-0.9pp | 49.45%-29.7pp | 31.26%-11.5pp |
| Employer contribution / active EE | $3,214 | $3,043+5.6% | $3,941-18.5% | $2,728+17.8% |
| Participant deferral / active EE | $14,564 | $8,282+75.9% | $8,090+80.0% | $4,651+213.2% |
| Admin fee / account holder | $200 | $172+16.5% | $7,904-97.5% | $433-53.7% |