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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 | $97,681 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $97,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,337 |
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 | $33,950 | $46,325-26.7% | $143,788-76.4% | $64,814-47.6% |
| Participation rate | 93.4% | 64.2%+29.2pp | 80.3%+13.1pp | 71.5%+22.0pp |
| Annual return | -14.79% | -10.05%-4.7pp | -0.03%-14.8pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2,098 | $1,911+9.8% | $4,952-57.6% | $2,507-16.3% |
| Participant deferral / active EE | $4,542 | $2,647+71.6% | $5,638-19.4% | $4,310+5.4% |
| Admin fee / account holder | $146 | $154-5.1% | $14,675-99.0% | $188-22.3% |