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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,895 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,756 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,912 | $80,731+2.7% | $103,374-19.8% | $74,546+11.2% |
| Participation rate | 94.0% | 65.7%+28.3pp | 74.5%+19.5pp | 67.2%+26.8pp |
| Annual return | 10.04% | 27.56%-17.5pp | 24.89%-14.8pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $5,644 | $3,158+78.7% | $3,869+45.9% | $2,624+115.1% |
| Participant deferral / active EE | $7,020 | $3,860+81.8% | $5,058+38.8% | $4,347+61.5% |
| Admin fee / account holder | $99 | $2,369-95.8% | $8,394-98.8% | $1,944-94.9% |