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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 | $45,109-27.0% | $85,240-61.3% | $77,762-57.6% |
| Participation rate | 92.9% | 48.7%+44.2pp | 67.5%+25.3pp | 70.6%+22.3pp |
| Annual return | 69.62% | 79.55%-9.9pp | 66.75%+2.9pp | 31.27%+38.4pp |
| Employer contribution / active EE | $1,802 | $1,602+12.5% | $2,735-34.1% | $2,728-33.9% |
| Participant deferral / active EE | $4,320 | $2,814+53.5% | $4,527-4.6% | $4,651-7.1% |
| Admin fee / account holder | $80 | $915-91.3% | $6,165-98.7% | $433-81.6% |