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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 | $10,860 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $793 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,727 | $54,717-85.9% | $86,209-91.0% | $71,495-89.2% |
| Participation rate | 93.8% | 60.1%+33.6pp | 69.0%+24.8pp | 67.9%+25.8pp |
| Annual return | 18.88% | 20.07%-1.2pp | 1169.05%-1150.2pp | 28.85%-10.0pp |
| Employer contribution / active EE | $863 | $1,267-31.9% | $2,381-63.8% | $2,589-66.7% |
| Participant deferral / active EE | $4,160 | $3,110+33.7% | $3,986+4.4% | $4,291-3.1% |
| Admin fee / account holder | $55 | $1,922-97.1% | $6,853-99.2% | $1,588-96.5% |