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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $44,670 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,073 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,967 |
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 | $40,811 | $99,168-58.8% | $96,576-57.7% | $74,440-45.2% |
| Participation rate | 94.7% | 80.7%+14.1pp | 76.0%+18.8pp | 70.7%+24.0pp |
| Annual return | 16.25% | 22.40%-6.1pp | 25.87%-9.6pp | 34.37%-18.1pp |
| Employer contribution / active EE | $1,614 | $2,570-37.2% | $2,965-45.6% | $2,638-38.8% |
| Participant deferral / active EE | $2,783 | $4,936-43.6% | $4,851-42.6% | $4,529-38.5% |
| Admin fee / account holder | $87 | $225-61.2% | $8,253-98.9% | $348-74.9% |