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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,074 |
EDBERG & PERRY INC2 years Filed as: EDBERG PERRY LLC Service code 13 2225 W WHISPERING WIND DR · PHOENIX, AZ 85085 | Contract Administrator | $2,220 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $130,964 | $84,482+55.0% | $125,363+4.5% | $66,930+95.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.55% | -8.49%-8.1pp | 572.15%-588.7pp | 1.57%-18.1pp |
| Employer contribution / active EE | $10,821 | $3,553+204.6% | $4,815+124.7% | $2,545+325.2% |
| Participant deferral / active EE | $15,903 | $6,782+134.5% | $7,447+113.5% | $4,238+275.3% |
| Admin fee / account holder | $67 | $685-90.2% | $10,005-99.3% | $593-88.7% |