Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $916,670 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $604,904 |
AON CONSULTING6 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 13 1100 REYNOLDS BLVD 4TH FLOOR · WINSTON SALEM, NC 27105 | Contract Administrator | $75,336 |
CROWE LLP3 years Service code 10 155 W NATIONWIDE BLVD STE 500 · COLUMBUS, OH 43215 | Accounting | $50,000 |
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 | $93,808 | $185,545-49.4% | $90,767+3.4% | $89,433+4.9% |
| Participation rate | 86.8% | 85.0%+1.8pp | 75.7%+11.1pp | 71.3%+15.5pp |
| Annual return | -13.69% | -13.56%-0.1pp | -12.16%-1.5pp | -11.88%-1.8pp |
| Employer contribution / active EE | $3,383 | $7,210-53.1% | $2,922+15.8% | $3,021+12.0% |
| Participant deferral / active EE | $4,775 | $9,550-50.0% | $4,565+4.6% | $5,125-6.8% |
| Admin fee / account holder | $127 | $100+26.7% | $8,445-98.5% | $79+59.8% |