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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 | $258,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,941 |
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 | $16,268 | $44,898-63.8% | $85,187-80.9% | $199,960-91.9% |
| Participation rate | 91.4% | 45.7%+45.6pp | 67.5%+23.9pp | 72.0%+19.4pp |
| Annual return | 12.78% | 20.98%-8.2pp | 66.67%-53.9pp | 34.28%-21.5pp |
| Employer contribution / active EE | $1,556 | $1,367+13.8% | $2,732-43.1% | $3,036-48.7% |
| Participant deferral / active EE | $2,139 | $2,670-19.9% | $4,525-52.7% | $5,087-58.0% |
| Admin fee / account holder | $69 | $585-88.1% | $6,162-98.9% | $269-74.2% |