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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 | $30,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,158 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $40 |
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 | $161,023 | $77,472+107.8% | $100,392+60.4% | $80,935+99.0% |
| Participation rate | 99.0% | 76.9%+22.0pp | 81.5%+17.5pp | 67.7%+31.3pp |
| Annual return | 12.93% | 37.26%-24.3pp | 49.45%-36.5pp | 35.66%-22.7pp |
| Employer contribution / active EE | $6,556 | $2,800+134.1% | $3,941+66.3% | $2,757+137.8% |
| Participant deferral / active EE | $18,666 | $6,818+173.8% | $8,090+130.7% | $4,299+334.2% |
| Admin fee / account holder | $288 | $5,885-95.1% | $7,904-96.4% | $6,924-95.8% |