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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,858 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP, LLC Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $8,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,297 |
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 | $38,958 | $106,264-63.3% | $147,117-73.5% | $77,762-49.9% |
| Participation rate | 94.8% | 78.4%+16.3pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 41.19% | 56.94%-15.7pp | 420.54%-379.4pp | 31.27%+9.9pp |
| Employer contribution / active EE | $4,789 | $4,074+17.6% | $4,932-2.9% | $2,728+75.5% |
| Participant deferral / active EE | $7,735 | $8,003-3.4% | $8,065-4.1% | $4,651+66.3% |
| Admin fee / account holder | $85 | $334-74.5% | $12,993-99.3% | $433-80.3% |