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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 | $31,528 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,159 | $101,955-17.5% | $112,899-25.5% | $71,511+17.7% |
| Participation rate | 87.9% | 82.1%+5.8pp | 80.5%+7.4pp | 67.9%+20.0pp |
| Annual return | 34.77% | 28.92%+5.9pp | 34.11%+0.7pp | 28.86%+5.9pp |
| Employer contribution / active EE | $4,551 | $4,743-4.1% | $4,566-0.3% | $2,589+75.8% |
| Participant deferral / active EE | $9,987 | $6,771+47.5% | $6,516+53.3% | $4,291+132.8% |
| Admin fee / account holder | $198 | $1,395-85.8% | $7,047-97.2% | $1,588-87.5% |