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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 | $25,510 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,226 |
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 | $46,450 | $50,902-8.7% | $155,534-70.1% | $77,736-40.2% |
| Participation rate | 98.6% | 63.1%+35.5pp | 78.2%+20.4pp | 70.6%+28.0pp |
| Annual return | 38.86% | 34.85%+4.0pp | 64.92%-26.1pp | 31.26%+7.6pp |
| Employer contribution / active EE | $2,346 | $1,991+17.8% | $4,675-49.8% | $2,728-14.0% |
| Participant deferral / active EE | $5,356 | $2,824+89.7% | $5,630-4.9% | $4,651+15.2% |
| Admin fee / account holder | $139 | $437-68.2% | $15,900-99.1% | $433-67.9% |