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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 | $500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $386 |
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 | $42,409 | $84,493-49.8% | $125,381-66.2% | $66,938-36.6% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -13.16% | -8.49%-4.7pp | 572.31%-585.5pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,042 | $3,554+13.7% | $4,815-16.1% | $2,545+58.8% |
| Participant deferral / active EE | $17,502 | $6,783+158.0% | $7,448+135.0% | $4,238+313.0% |
| Admin fee / account holder | $7 | $685-99.0% | $10,007-99.9% | $594-98.9% |