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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 | $74,830 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $14,580 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $35 |
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 | $52,421 | $110,483-52.6% | $145,433-64.0% | $79,634-34.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 82.1%+17.9pp | 62.5%+37.5pp |
| Annual return | 33.22% | 24.62%+8.6pp | 66.58%-33.4pp | 36.46%-3.2pp |
| Employer contribution / active EE | $7,568 | $4,053+86.7% | $4,554+66.2% | $2,529+199.2% |
| Participant deferral / active EE | $9,423 | $7,216+30.6% | $7,897+19.3% | $3,835+145.7% |
| Admin fee / account holder | $122 | $680-82.1% | $13,129-99.1% | $1,002-87.8% |