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 | $937,110 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $669,943 |
AON CONSULTING7 years Filed as: AON CONSULTING INC DBA HEWITT ASSOC Service code 13 1100 REYNOLDS BLVD 4TH FLOOR · WINSTON SALEM, NC 27105 | Contract Administrator | $91,021 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 155 W NATIONWIDE BLVD SUITE 500 · COLUMBUS, OH 43215 | Accounting | $58,275 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE, SUITE 100 · GRAND RAPIDS, MI 49512 | Accounting | $34,200 |
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 | $106,267 | $225,491-52.9% | $98,462+7.9% | $96,393+10.2% |
| Participation rate | 95.9% | 87.3%+8.5pp | 75.2%+20.7pp | 71.3%+24.6pp |
| Annual return | 31.16% | 19.53%+11.6pp | 21.20%+10.0pp | 22.88%+8.3pp |
| Employer contribution / active EE | $4,201 | $8,386-49.9% | $3,049+37.8% | $3,239+29.7% |
| Participant deferral / active EE | $5,827 | $10,872-46.4% | $4,738+23.0% | $5,455+6.8% |
| Admin fee / account holder | $123 | $87+41.1% | $8,875-98.6% | $74+66.2% |