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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 | $5,469 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,596 |
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 | $67,137 | $84,493-20.5% | $125,381-46.5% | $66,938+0.3% |
| Participation rate | 90.2% | 76.4%+13.8pp | 82.4%+7.9pp | 69.8%+20.4pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $5,198 | $3,554+46.3% | $4,815+8.0% | $2,545+104.2% |
| Participant deferral / active EE | $12,963 | $6,783+91.1% | $7,448+74.1% | $4,238+205.9% |
| Admin fee / account holder | $47 | $685-93.1% | $10,007-99.5% | $594-92.0% |