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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 | $12,038 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,124 |
EDBERG & PERRY INC3 years Filed as: EDBERG PERRY LLC Service code 13 2225 W WHISPERING WIND DR · PHOENIX, AZ 85085 | Contract Administrator | $2,450 |
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 | $155,657 | $91,424+70.3% | $135,942+14.5% | $71,495+117.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.86% | 29.90%-9.0pp | 68.28%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $12,130 | $3,704+227.5% | $4,858+149.7% | $2,589+368.4% |
| Participant deferral / active EE | $17,238 | $7,092+143.1% | $7,759+122.2% | $4,291+301.7% |
| Admin fee / account holder | $131 | $1,266-89.7% | $10,764-98.8% | $1,588-91.8% |