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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 | $12,005 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,486 |
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 | $19,152 | $59,054-67.6% | $97,260-80.3% | $77,736-75.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 10.80% | 16.96%-6.2pp | 75.54%-64.7pp | 31.26%-20.5pp |
| Employer contribution / active EE | $1,769 | $1,742+1.6% | $2,721-35.0% | $2,728-35.1% |
| Participant deferral / active EE | $1,355 | $3,930-65.5% | $4,262-68.2% | $4,651-70.9% |
| Admin fee / account holder | $35 | $346-89.8% | $5,640-99.4% | $433-91.9% |