Filed September 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,269 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,925 | $57,831-13.7% | $82,389-39.4% | $85,563-41.7% |
| Participation rate | 95.3% | 55.0%+40.3pp | 69.5%+25.8pp | 66.0%+29.3pp |
| Annual return | 22.54% | 17.86%+4.7pp | 28.67%-6.1pp | 31.51%-9.0pp |
| Employer contribution / active EE | $3,187 | $1,643+94.0% | $2,517+26.6% | $2,654+20.1% |
| Participant deferral / active EE | $6,288 | $3,118+101.7% | $4,155+51.4% | $4,375+43.7% |
| Admin fee / account holder | $61 | $1,391-95.6% | $7,231-99.2% | $834-92.7% |