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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 | $27,114 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $18,496 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,758 |
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 | $48,334 | $89,465-46.0% | $165,100-70.7% | $77,762-37.8% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 13.59% | 28.86%-15.3pp | 70.21%-56.6pp | 31.27%-17.7pp |
| Employer contribution / active EE | $897 | $2,565-65.0% | $4,348-79.4% | $2,728-67.1% |
| Participant deferral / active EE | $3,440 | $4,904-29.9% | $6,035-43.0% | $4,651-26.0% |
| Admin fee / account holder | $147 | $340-56.7% | $12,696-98.8% | $433-66.0% |