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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,056 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $24,978 | $42,546-41.3% | $71,796-65.2% | $55,167-54.7% |
| Participation rate | 35.3% | 59.1%-23.9pp | 69.1%-33.9pp | 69.0%-33.7pp |
| Annual return | 7.72% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $311 | $803-61.3% | $1,924-83.8% | $1,963-84.1% |
| Participant deferral / active EE | $869 | $2,064-57.9% | $2,794-68.9% | $3,054-71.6% |
| Admin fee / account holder | $24 | $650-96.3% | $4,815-99.5% | $504-95.2% |