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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 | $14,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,915 |
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 | $63,331 | $101,672-37.7% | $147,117-57.0% | $74,478-15.0% |
| Participation rate | 79.2% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+11.9pp |
| Annual return | 17.33% | 8757.83%-8740.5pp | 420.54%-403.2pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $15,263 | $7,305+109.0% | $8,065+89.3% | $4,350+250.9% |
| Admin fee / account holder | $117 | $1,753-93.3% | $12,993-99.1% | $1,946-94.0% |