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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 | $149,530 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $81,629 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $29,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,751 | $122,128-62.5% | $147,117-68.9% | $200,096-77.1% |
| Participation rate | 96.8% | 78.2%+18.6pp | 82.2%+14.6pp | 72.0%+24.7pp |
| Annual return | 21.57% | 30.58%-9.0pp | 420.54%-399.0pp | 34.26%-12.7pp |
| Employer contribution / active EE | $2,471 | $4,093-39.6% | $4,932-49.9% | $3,038-18.7% |
| Participant deferral / active EE | $10,220 | $8,484+20.5% | $8,065+26.7% | $5,090+100.8% |
| Admin fee / account holder | $158 | $180-11.9% | $12,993-98.8% | $269-41.3% |