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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 | $8,116 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,847 |
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 | $74,217 | $64,176+15.6% | $112,263-33.9% | $66,949+10.9% |
| Participation rate | 94.7% | 68.4%+26.3pp | 75.1%+19.7pp | 69.8%+24.9pp |
| Annual return | -12.99% | -13.80%+0.8pp | 27.49%-40.5pp | 1.57%-14.6pp |
| Employer contribution / active EE | $2,699 | $3,007-10.2% | $3,636-25.8% | $2,545+6.0% |
| Participant deferral / active EE | $5,164 | $3,694+39.8% | $4,729+9.2% | $4,239+21.8% |
| Admin fee / account holder | $62 | $626-90.0% | $6,410-99.0% | $594-89.5% |