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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 | $90,408 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,438 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,761 | $62,686-31.8% | $178,505-76.0% | $77,762-45.0% |
| Participation rate | 89.9% | 66.9%+23.1pp | 77.1%+12.8pp | 70.6%+19.4pp |
| Annual return | 20.79% | 16.16%+4.6pp | 27.16%-6.4pp | 31.27%-10.5pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $11,832 | $4,224+180.1% | $6,280+88.4% | $4,651+154.4% |
| Admin fee / account holder | $219 | $386-43.2% | $10,428-97.9% | $433-49.4% |