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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 | $12,543 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $12,491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,188 |
Employer contribution per participant 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 | $31,812 | $58,320-45.5% | $86,438-63.2% | $66,938-52.5% |
| Participation rate | 77.9% | 78.6%-0.7pp | 80.3%-2.4pp | 69.8%+8.1pp |
| Annual return | -13.68% | -9.71%-4.0pp | 4397.19%-4410.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,320 | $6,899-37.4% | $6,952-37.9% | $4,238+1.9% |
| Admin fee / account holder | $158 | $546-71.1% | $6,733-97.7% | $594-73.4% |