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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,932 |
Service code 99 PO BOX 5330 · SCRANTON, PA 185055330 | Other Fees | $19,586 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,752 |
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 | $95,803 | $106,264-9.8% | $147,117-34.9% | $77,762+23.2% |
| Participation rate | 97.0% | 78.4%+18.6pp | 82.2%+14.8pp | 70.6%+26.4pp |
| Annual return | 16.54% | 56.94%-40.4pp | 420.54%-404.0pp | 31.27%-14.7pp |
| Employer contribution / active EE | $7,794 | $4,074+91.3% | $4,932+58.0% | $2,728+185.7% |
| Participant deferral / active EE | $13,244 | $8,003+65.5% | $8,065+64.2% | $4,651+184.8% |
| Admin fee / account holder | $57 | $334-82.8% | $12,993-99.6% | $433-86.7% |