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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 | $1,963 |
DAY PITNEY LLP2+ years Filed as: DAY, KERBEY & MURPHY PC Service code 10 14 PONDVIEW PLACE · TYNGSBORO, MA 01879 | Accounting | $1,165 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $775 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,888 | $25,723-77.1% | $69,182-91.5% | $55,167-89.3% |
| Participation rate | 69.9% | 39.4%+30.4pp | 55.1%+14.7pp | 69.0%+0.9pp |
| Annual return | 12.99% | 9.56%+3.4pp | -21.93%+34.9pp | 169.23%-156.2pp |
| Employer contribution / active EE | $70 | $480-85.4% | $1,206-94.2% | $1,963-96.4% |
| Participant deferral / active EE | $701 | $963-27.2% | $1,897-63.0% | $3,054-77.0% |
| Admin fee / account holder | $33 | $365-91.0% | $2,697-98.8% | $504-93.5% |