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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 | $106,110-63.3% | $147,005-73.5% | $77,671-49.8% |
| Participation rate | 94.8% | 78.4%+16.4pp | 82.2%+12.6pp | 70.6%+24.2pp |
| Annual return | 41.19% | 56.77%-15.6pp | 418.76%-377.6pp | 31.21%+10.0pp |
| Employer contribution / active EE | $4,789 | $4,065+17.8% | $4,934-2.9% | $2,726+75.6% |
| Participant deferral / active EE | $7,735 | $7,992-3.2% | $8,070-4.2% | $4,648+66.4% |
| Admin fee / account holder | $85 | $338-74.7% | $13,006-99.3% | $430-80.2% |