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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 | $43,888 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,738 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $83,522 | $79,181+5.5% | $102,423-18.5% | $74,429+12.2% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 19.89% | 54.97%-35.1pp | 29.42%-9.5pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $2,641 | $2,362+11.8% | $3,023-12.6% | $2,625+0.6% |
| Participant deferral / active EE | $19,120 | $4,416+333.0% | $5,054+278.3% | $4,348+339.7% |
| Admin fee / account holder | $161 | $2,002-91.9% | $9,455-98.3% | $1,944-91.7% |