Filed February 3, 2023 (most recent of 2 filings on file)
Total covered: 22 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OH 80111 | Investment Management | $1,171,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $490,429 |
Filed as: METROPOLITAN TOWER LIFE INSURANCE Service code 28 · EIN 13-3114906 | Investment Management | $51,337 |
CROWE LLP6 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $31,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,586 | $126,505+8.0% | $115,599+18.2% | $126,505+8.0% |
| Participation rate | 95.3% | 81.0%+14.3pp | 74.3%+21.0pp | 81.0%+14.3pp |
| Annual return | 10.70% | 14.86%-4.2pp | 111.10%-100.4pp | 14.86%-4.2pp |
| Employer contribution / active EE | $5,554 | $4,041+37.4% | $2,955+87.9% | $4,041+37.4% |
| Participant deferral / active EE | $8,232 | $6,313+30.4% | $4,889+68.4% | $6,313+30.4% |
| Admin fee / account holder | $156 | $145+7.1% | $12,841-98.8% | $145+7.1% |