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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,939 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $296 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,313 | $73,102-65.4% | $123,553-79.5% | $56,289-55.0% |
| Participation rate | 31.7% | 74.3%-42.6pp | 82.3%-50.5pp | 69.9%-38.1pp |
| Annual return | -4.55% | 3.01%-7.6pp | 119.21%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $550 | $2,977-81.5% | $4,628-88.1% | $2,111-73.9% |
| Participant deferral / active EE | $4,470 | $5,423-17.6% | $6,426-30.4% | $3,350+33.4% |
| Admin fee / account holder | $90 | $554-83.7% | $9,284-99.0% | $521-82.7% |