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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 | $52,395 |
POLLARD & ASSOCIATES, INC.4+ years Filed as: POLLARD & ASSOCIATES Service code 13 · EIN 52-0909772 | Contract Administrator | $17,220 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS LLC Service code 27 1 W PENNSYLVANIA AVE STE 500 · TOWSON, MD 21204 | Advisory (Plan) | $7,733 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,218 |
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 | $47,547 | $106,264-55.3% | $147,117-67.7% | $77,762-38.9% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 14.80% | 56.94%-42.1pp | 420.54%-405.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $3,903 | $4,074-4.2% | $4,932-20.9% | $2,728+43.1% |
| Participant deferral / active EE | $7,818 | $8,003-2.3% | $8,065-3.1% | $4,651+68.1% |
| Admin fee / account holder | $92 | $334-72.4% | $12,993-99.3% | $433-78.7% |