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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 | $17,272 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,286 |
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 | $108,256 | $101,499+6.7% | $147,005-26.4% | $74,546+45.2% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 15.12% | 8732.34%-8717.2pp | 418.76%-403.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $6,143 | $3,811+61.2% | $4,934+24.5% | $2,624+134.1% |
| Participant deferral / active EE | $14,642 | $7,304+100.5% | $8,070+81.4% | $4,347+236.8% |
| Admin fee / account holder | $141 | $1,748-92.0% | $13,006-98.9% | $1,944-92.8% |