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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 | $3,051 |
SAMET & COMPANY PC1 year Service code 99 1330 BOYLSTON ST · CHESTNUT HILL, MA 02467 | Other Fees | $2,883 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $663 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $108 |
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 | $6,094 | $31,388-80.6% | $73,550-91.7% | $62,293-90.2% |
| Participation rate | 64.8% | 39.9%+25.0pp | 54.9%+9.9pp | 69.5%-4.7pp |
| Annual return | 15.67% | 25.34%-9.7pp | -15.16%+30.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $70 | $498-86.0% | $1,219-94.3% | $2,042-96.6% |
| Participant deferral / active EE | $707 | $1,028-31.2% | $1,804-60.8% | $3,169-77.7% |
| Admin fee / account holder | $44 | $299-85.4% | $2,320-98.1% | $479-90.9% |