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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,301 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
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).
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 | $20,116 | $39,819-49.5% | $67,834-70.3% | $57,658-65.1% |
| Participation rate | 43.6% | 61.2%-17.7pp | 68.8%-25.2pp | 70.2%-26.7pp |
| Annual return | 8.74% | 9.19%-0.5pp | 138.47%-129.7pp | 5.13%+3.6pp |
| Employer contribution / active EE | $46 | $1,277-96.4% | $2,403-98.1% | $1,974-97.7% |
| Participant deferral / active EE | $793 | $2,209-64.1% | $3,160-74.9% | $3,061-74.1% |
| Admin fee / account holder | $25 | $84-69.9% | $4,622-99.5% | $95-73.4% |