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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,262 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $190 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,178 | $55,453-42.0% | $170,435-81.1% | $62,293-48.3% |
| Participation rate | 32.8% | 66.4%-33.6pp | 83.6%-50.8pp | 69.5%-36.7pp |
| Annual return | 18.68% | 21.38%-2.7pp | 205.94%-187.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $26 | $2,164-98.8% | $5,432-99.5% | $2,042-98.7% |
| Participant deferral / active EE | $1,123 | $2,303-51.2% | $4,939-77.3% | $3,169-64.6% |
| Admin fee / account holder | $19 | $455-95.9% | $13,881-99.9% | $479-96.1% |