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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 | $70,428 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,094 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $13,714 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,241 | $64,612-42.4% | $86,439-56.9% | $64,814-42.5% |
| Participation rate | 92.9% | 81.5%+11.4pp | 80.3%+12.5pp | 71.5%+21.4pp |
| Annual return | -13.26% | 0.66%-13.9pp | 4395.55%-4408.8pp | 32.84%-46.1pp |
| Employer contribution / active EE | $3,168 | $2,744+15.4% | $3,769-15.9% | $2,507+26.4% |
| Participant deferral / active EE | $13,048 | $7,497+74.0% | $6,952+87.7% | $4,310+202.7% |
| Admin fee / account holder | $145 | $169-14.5% | $6,732-97.9% | $188-23.0% |