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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 | $39,683 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Distribut... | $75 |
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 | $73,185 | $46,332+58.0% | $143,797-49.1% | $64,824+12.9% |
| Participation rate | 74.1% | 64.2%+9.8pp | 80.3%-6.2pp | 71.5%+2.6pp |
| Annual return | -16.12% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $5,353 | $1,911+180.1% | $4,952+8.1% | $2,507+113.5% |
| Participant deferral / active EE | $6,481 | $2,647+144.8% | $5,638+14.9% | $4,311+50.3% |
| Admin fee / account holder | $90 | $154-41.8% | $14,679-99.4% | $188-52.3% |