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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,065 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $54,914 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $106,788 | $90,064+18.6% | $100,415+6.3% | $77,762+37.3% |
| Participation rate | 97.5% | 81.3%+16.2pp | 81.5%+15.9pp | 70.6%+26.9pp |
| Annual return | 18.88% | 20.61%-1.7pp | 49.47%-30.6pp | 31.27%-12.4pp |
| Employer contribution / active EE | $10,026 | $3,043+229.4% | $3,943+154.3% | $2,728+267.5% |
| Participant deferral / active EE | $14,639 | $8,282+76.8% | $8,091+80.9% | $4,651+214.8% |
| Admin fee / account holder | $107 | $172-38.0% | $7,906-98.7% | $433-75.4% |