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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $31,143 |
Service code 99 1802 BAYBERRY CT STE 400 · RICHMOND, VA 23226 | Other Fees | $9,926 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,722 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,968 |
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 | $87,758 | $76,112+15.3% | $96,544-9.1% | $71,529+22.7% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.7pp | 67.9%+28.8pp |
| Annual return | 14.95% | 22.80%-7.9pp | 25.88%-10.9pp | 28.97%-14.0pp |
| Employer contribution / active EE | $3,890 | $2,248+73.1% | $2,966+31.1% | $2,590+50.2% |
| Participant deferral / active EE | $4,253 | $4,217+0.9% | $4,851-12.3% | $4,291-0.9% |
| Admin fee / account holder | $206 | $2,708-92.4% | $8,254-97.5% | $1,588-87.0% |