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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 | $46,950 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $5,673 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,193 | $106,264-53.7% | $147,117-66.6% | $77,762-36.7% |
| Participation rate | 98.7% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 35.90% | 56.94%-21.0pp | 420.54%-384.6pp | 31.27%+4.6pp |
| Employer contribution / active EE | $6,563 | $4,074+61.1% | $4,932+33.1% | $2,728+140.6% |
| Participant deferral / active EE | $8,171 | $8,003+2.1% | $8,065+1.3% | $4,651+75.7% |
| Admin fee / account holder | $110 | $334-67.1% | $12,993-99.2% | $433-74.6% |