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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 | $26,364 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,582 |
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 | $49,303 | $62,166-20.7% | $81,353-39.4% | $74,459-33.8% |
| Participation rate | 96.7% | 64.1%+32.6pp | 69.5%+27.2pp | 67.2%+29.5pp |
| Annual return | 13.41% | 16.50%-3.1pp | 24.82%-11.4pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $2,675 | $1,881+42.2% | $2,464+8.6% | $2,626+1.9% |
| Participant deferral / active EE | $3,499 | $3,223+8.6% | $3,885-9.9% | $4,350-19.6% |
| Admin fee / account holder | $236 | $1,925-87.7% | $5,766-95.9% | $1,945-87.9% |