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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 | $100,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,670 |
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 | $89,709 | $54,245+65.4% | $93,727-4.3% | $77,762+15.4% |
| Participation rate | 73.8% | 63.9%+9.8pp | 68.7%+5.1pp | 70.6%+3.2pp |
| Annual return | 11.56% | 30.58%-19.0pp | 133.83%-122.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $2,257 | $1,168+93.3% | $2,421-6.8% | $2,728-17.3% |
| Participant deferral / active EE | $5,052 | $3,144+60.7% | $4,417+14.4% | $4,651+8.6% |
| Admin fee / account holder | $276 | $575-52.1% | $8,292-96.7% | $433-36.3% |