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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 | $19,306 |
Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $1,405 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $43,037 | $95,438-54.9% | $135,982-68.4% | $74,473-42.2% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.3pp | 70.7%+28.5pp |
| Annual return | 43.40% | 32.61%+10.8pp | 68.32%-24.9pp | 34.36%+9.0pp |
| Employer contribution / active EE | $8,057 | $3,878+107.8% | $4,859+65.8% | $2,638+205.4% |
| Participant deferral / active EE | $9,413 | $7,790+20.8% | $7,760+21.3% | $4,530+107.8% |
| Admin fee / account holder | $63 | $259-75.5% | $10,767-99.4% | $347-81.7% |