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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,185 |
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 | $82,034 | $91,439-10.3% | $135,974-39.7% | $71,511+14.7% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.0pp | 67.9%+23.0pp |
| Annual return | 27.75% | 29.90%-2.1pp | 68.30%-40.6pp | 28.86%-1.1pp |
| Employer contribution / active EE | $5,679 | $3,705+53.3% | $4,859+16.9% | $2,589+119.3% |
| Participant deferral / active EE | $14,315 | $7,093+101.8% | $7,760+84.5% | $4,291+233.6% |
| Admin fee / account holder | $76 | $1,267-94.0% | $10,767-99.3% | $1,588-95.2% |