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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 | $101,672+6.5% | $147,117-26.4% | $74,478+45.4% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 15.12% | 8757.83%-8742.7pp | 420.54%-405.4pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $6,143 | $3,813+61.1% | $4,932+24.5% | $2,626+133.9% |
| Participant deferral / active EE | $14,642 | $7,305+100.4% | $8,065+81.6% | $4,350+236.6% |
| Admin fee / account holder | $141 | $1,753-92.0% | $12,993-98.9% | $1,946-92.8% |