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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 | $239,720 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $95,668 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,698 |
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 | $28,716 | $45,959-37.5% | $91,225-68.5% | $77,906-63.1% |
| Participation rate | 97.5% | 66.3%+31.2pp | 73.2%+24.3pp | 73.7%+23.8pp |
| Annual return | -15.91% | -5.32%-10.6pp | 114.12%-130.0pp | 12.16%-28.1pp |
| Employer contribution / active EE | $3,957 | $1,451+172.7% | $2,851+38.8% | $2,846+39.0% |
| Participant deferral / active EE | $5,444 | $3,283+65.8% | $4,233+28.6% | $4,805+13.3% |
| Admin fee / account holder | $167 | $99+69.4% | $5,422-96.9% | $133+26.1% |