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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,720 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Investment Management | $9,337 |
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 | $32,951 | $45,031-26.8% | $85,009-61.2% | $77,671-57.6% |
| Participation rate | 92.9% | 48.7%+44.2pp | 67.5%+25.4pp | 70.6%+22.3pp |
| Annual return | 69.62% | 79.22%-9.6pp | 66.47%+3.1pp | 31.21%+38.4pp |
| Employer contribution / active EE | $1,802 | $1,609+12.0% | $2,728-34.0% | $2,726-33.9% |
| Participant deferral / active EE | $4,320 | $2,807+53.9% | $4,522-4.5% | $4,648-7.1% |
| Admin fee / account holder | $80 | $912-91.3% | $6,153-98.7% | $430-81.5% |