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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,319 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,387 | $76,112+110.7% | $96,544+66.1% | $71,529+124.2% |
| Participation rate | 75.7% | 74.4%+1.3pp | 76.0%-0.3pp | 67.9%+7.8pp |
| Annual return | 18.96% | 22.80%-3.8pp | 25.88%-6.9pp | 28.97%-10.0pp |
| Employer contribution / active EE | $3,669 | $2,248+63.2% | $2,966+23.7% | $2,590+41.7% |
| Participant deferral / active EE | $8,687 | $4,217+106.0% | $4,851+79.1% | $4,291+102.4% |
| Admin fee / account holder | $349 | $2,708-87.1% | $8,254-95.8% | $1,588-78.1% |