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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 | $8,121 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $6,304 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $97 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,002 | $51,226-70.7% | $82,706-81.9% | $66,930-77.6% |
| Participation rate | 98.3% | 67.9%+30.4pp | 72.6%+25.7pp | 69.8%+28.5pp |
| Annual return | -23.26% | -9.61%-13.7pp | 701.76%-725.0pp | 1.57%-24.8pp |
| Employer contribution / active EE | $3,408 | $2,612+30.5% | $3,007+13.3% | $2,545+33.9% |
| Participant deferral / active EE | $4,441 | $3,460+28.4% | $4,394+1.1% | $4,238+4.8% |
| Admin fee / account holder | $77 | $416-81.5% | $5,329-98.6% | $593-87.1% |