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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,090 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,540 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,336 | $101,591-28.8% | $147,096-50.8% | $74,429-2.8% |
| Participation rate | 99.3% | 75.5%+23.7pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 17.92% | 8746.45%-8728.5pp | 419.75%-401.8pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $6,168 | $3,813+61.8% | $4,936+25.0% | $2,625+135.0% |
| Participant deferral / active EE | $15,770 | $7,302+116.0% | $8,071+95.4% | $4,348+262.7% |
| Admin fee / account holder | $176 | $1,750-89.9% | $13,005-98.6% | $1,944-91.0% |