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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,233 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,100 |
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 | $79,317 | $50,919+55.8% | $155,556-49.0% | $77,762+2.0% |
| Participation rate | 92.0% | 63.1%+28.9pp | 78.2%+13.8pp | 70.6%+21.4pp |
| Annual return | 17.35% | 34.84%-17.5pp | 64.84%-47.5pp | 31.27%-13.9pp |
| Employer contribution / active EE | $6,013 | $1,991+201.9% | $4,675+28.6% | $2,728+120.4% |
| Participant deferral / active EE | $4,967 | $2,824+75.9% | $5,631-11.8% | $4,651+6.8% |
| Admin fee / account holder | $32 | $437-92.6% | $15,885-99.8% | $433-92.6% |