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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 | $34,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,007 |
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 | $99,418 | $79,184+25.6% | $102,438-2.9% | $74,546+33.4% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 15.54% | 54.95%-39.4pp | 29.37%-13.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,883 | $2,362+22.1% | $3,024-4.6% | $2,624+9.9% |
| Participant deferral / active EE | $8,981 | $4,414+103.4% | $5,054+77.7% | $4,347+106.6% |
| Admin fee / account holder | $231 | $2,001-88.5% | $9,448-97.6% | $1,944-88.1% |