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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 | $18,126 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,736 |
TD AMERITRADE, INC.8+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $125 |
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 | $74,062 | $46,332+59.9% | $143,799-48.5% | $64,819+14.3% |
| Participation rate | 96.1% | 64.2%+31.9pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -14.23% | -10.05%-4.2pp | -0.04%-14.2pp | 32.84%-47.1pp |
| Employer contribution / active EE | $6,555 | $1,911+243.0% | $4,952+32.4% | $2,507+161.5% |
| Participant deferral / active EE | $5,086 | $2,647+92.1% | $5,638-9.8% | $4,311+18.0% |
| Admin fee / account holder | $34 | $154-77.8% | $14,677-99.8% | $188-81.8% |