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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,334 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,932 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,260 |
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 | $87,316 | $89,123-2.0% | $102,460-14.8% | $77,762+12.3% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 13.02% | 25.05%-12.0pp | 29.47%-16.5pp | 31.27%-18.3pp |
| Employer contribution / active EE | $4,174 | $2,700+54.6% | $3,025+38.0% | $2,728+53.0% |
| Participant deferral / active EE | $4,813 | $5,148-6.5% | $5,056-4.8% | $4,651+3.5% |
| Admin fee / account holder | $212 | $236-10.2% | $9,460-97.8% | $433-51.1% |