Filed March 4, 2025
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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 | $38,665 |
Service code 27 1001 MCKINNEY ST STE 1200 · HOUSTON, TX 77002 | Advisory (Plan) | $37,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,376 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $16,500 |
Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $10,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,279 | $52,660-36.8% | $86,612-61.6% | $80,160-58.5% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 16.46% | 24.87%-8.4pp | 591.07%-574.6pp | 40.38%-23.9pp |
| Employer contribution / active EE | $1,418 | $2,140-33.8% | $3,022-53.1% | $2,978-52.4% |
| Participant deferral / active EE | $3,114 | $3,215-3.2% | $4,438-29.8% | $5,017-37.9% |
| Admin fee / account holder | $47 | $113-58.1% | $5,614-99.2% | $145-67.4% |