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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 | $5,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $468 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,603 | $47,180-58.5% | $149,723-86.9% | $74,473-73.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 8.49% | 22.75%-14.3pp | 134.50%-126.0pp | 34.36%-25.9pp |
| Employer contribution / active EE | $450 | $1,907-76.4% | $4,821-90.7% | $2,638-82.9% |
| Participant deferral / active EE | $891 | $2,730-67.4% | $5,682-84.3% | $4,530-80.3% |
| Admin fee / account holder | $10 | $343-97.2% | $13,215-99.9% | $347-97.2% |