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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 | $101,672-30.9% | $147,117-52.2% | $74,478-5.6% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 19.24% | 8757.83%-8738.6pp | 420.54%-401.3pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $7,448 | $3,813+95.3% | $4,932+51.0% | $2,626+183.6% |
| Participant deferral / active EE | $14,618 | $7,305+100.1% | $8,065+81.3% | $4,350+236.0% |
| Admin fee / account holder | $57 | $1,753-96.8% | $12,993-99.6% | $1,946-97.1% |