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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,013 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $684 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,944 | $63,471-60.7% | $68,803-63.7% | $66,949-62.7% |
| Participation rate | 74.4% | 60.0%+14.4pp | 69.0%+5.3pp | 69.8%+4.5pp |
| Annual return | -14.81% | -8.29%-6.5pp | -6.37%-8.4pp | 1.57%-16.4pp |
| Employer contribution / active EE | $576 | $1,776-67.6% | $2,656-78.3% | $2,545-77.4% |
| Participant deferral / active EE | $2,011 | $2,946-31.7% | $3,942-49.0% | $4,239-52.6% |
| Admin fee / account holder | $204 | $578-64.6% | $4,936-95.9% | $594-65.6% |