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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 | $5,601 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $588 |
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 | $26,190 | $41,467-36.8% | $67,313-61.1% | $55,725-53.0% |
| Participation rate | 38.7% | 62.5%-23.8pp | 69.1%-30.3pp | 70.9%-32.1pp |
| Annual return | -6.03% | 0.82%-6.8pp | -4.08%-1.9pp | 244.93%-251.0pp |
| Employer contribution / active EE | $66 | $1,316-95.0% | $2,566-97.4% | $2,078-96.8% |
| Participant deferral / active EE | $963 | $2,399-59.9% | $3,568-73.0% | $3,356-71.3% |
| Admin fee / account holder | $43 | $102-57.6% | $4,507-99.0% | $115-62.4% |