Filed March 2, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,697 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $35,138 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,460 |
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 | $43,062 | $50,902-15.4% | $155,534-72.3% | $77,736-44.6% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 12.17% | 34.85%-22.7pp | 64.92%-52.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $773 | $1,991-61.2% | $4,675-83.5% | $2,728-71.7% |
| Participant deferral / active EE | $2,895 | $2,824+2.5% | $5,630-48.6% | $4,651-37.7% |
| Admin fee / account holder | $279 | $437-36.2% | $15,900-98.2% | $433-35.7% |