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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 | $7,941 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,213 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $6,013 |
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 | $45,901 | $89,093-48.5% | $102,434-55.2% | $77,736-41.0% |
| Participation rate | 93.9% | 80.9%+13.0pp | 76.5%+17.4pp | 70.6%+23.4pp |
| Annual return | 13.14% | 25.03%-11.9pp | 29.46%-16.3pp | 31.26%-18.1pp |
| Employer contribution / active EE | $1,747 | $2,699-35.3% | $3,023-42.2% | $2,728-35.9% |
| Participant deferral / active EE | $2,947 | $5,147-42.7% | $5,055-41.7% | $4,651-36.6% |
| Admin fee / account holder | $25 | $236-89.3% | $9,462-99.7% | $433-94.2% |