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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 | $38,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,523 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578,583 | $46,464+1145.2% | $150,298+285.0% | $79,634+626.6% |
| Participation rate | 79.2% | 57.0%+22.3pp | 77.8%+1.5pp | 62.5%+16.7pp |
| Annual return | 15.50% | 27.89%-12.4pp | 62.79%-47.3pp | 36.46%-21.0pp |
| Employer contribution / active EE | $19,921 | $1,512+1217.9% | $4,154+379.5% | $2,529+687.6% |
| Participant deferral / active EE | $11,490 | $2,157+432.7% | $5,453+110.7% | $3,835+199.6% |
| Admin fee / account holder | $101 | $891-88.6% | $14,116-99.3% | $1,002-89.9% |