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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 | $34,522 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $15,384 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,798 |
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 | $61,537 | $65,246-5.7% | $98,716-37.7% | $67,986-9.5% |
| Participation rate | 93.2% | 51.4%+41.8pp | 69.3%+23.9pp | 57.2%+36.0pp |
| Annual return | 13.07% | 20.58%-7.5pp | 31.81%-18.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $1,333 | $1,042+27.9% | $2,279-41.5% | $2,019-34.0% |
| Participant deferral / active EE | $4,286 | $2,594+65.2% | $4,048+5.9% | $3,358+27.6% |
| Admin fee / account holder | $261 | $4,561-94.3% | $8,703-97.0% | $3,203-91.8% |