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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,558 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $28,712 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,388 | $44,873-41.2% | $79,466-66.8% | $56,287-53.1% |
| Participation rate | 51.2% | 68.7%-17.5pp | 73.3%-22.1pp | 69.9%-18.6pp |
| Annual return | -2.70% | 0.81%-3.5pp | 718.28%-721.0pp | -9.96%+7.3pp |
| Employer contribution / active EE | $340 | $2,140-84.1% | $2,800-87.9% | $2,111-83.9% |
| Participant deferral / active EE | $1,116 | $2,746-59.3% | $3,704-69.9% | $3,350-66.7% |
| Admin fee / account holder | $370 | $418-11.5% | $5,104-92.7% | $521-28.9% |