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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 | $34,119 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,580 |
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 | $51,481 | $93,057-44.7% | $153,500-66.5% | $80,925-36.4% |
| Participation rate | 70.8% | 69.0%+1.8pp | 77.1%-6.3pp | 67.7%+3.1pp |
| Annual return | 11.18% | 19.96%-8.8pp | 15.70%-4.5pp | 35.65%-24.5pp |
| Employer contribution / active EE | $6,132 | $3,507+74.8% | $5,039+21.7% | $2,756+122.5% |
| Participant deferral / active EE | $14,091 | $5,179+172.1% | $6,756+108.6% | $4,299+227.8% |
| Admin fee / account holder | $297 | $8,885-96.7% | $12,736-97.7% | $6,940-95.7% |