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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 | $19,493 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,560 |
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 | $78,493 | $47,135+66.5% | $149,717-47.6% | $74,440+5.4% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.6pp | 70.7%+27.7pp |
| Annual return | 23.59% | 22.75%+0.8pp | 134.41%-110.8pp | 34.37%-10.8pp |
| Employer contribution / active EE | $6,300 | $1,906+230.6% | $4,820+30.7% | $2,638+138.8% |
| Participant deferral / active EE | $5,239 | $2,728+92.0% | $5,682-7.8% | $4,529+15.7% |
| Admin fee / account holder | $29 | $343-91.4% | $13,213-99.8% | $348-91.6% |