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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,131 |
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 | $70,289 | $101,591-30.8% | $147,096-52.2% | $74,429-5.6% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 19.24% | 8746.45%-8727.2pp | 419.75%-400.5pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $7,448 | $3,813+95.4% | $4,936+50.9% | $2,625+183.7% |
| Participant deferral / active EE | $14,618 | $7,302+100.2% | $8,071+81.1% | $4,348+236.2% |
| Admin fee / account holder | $57 | $1,750-96.8% | $13,005-99.6% | $1,944-97.1% |