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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 | $14,115 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $13,592 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,008 | $42,546+3.4% | $71,796-38.7% | $55,167-20.2% |
| Participation rate | 76.2% | 59.1%+17.1pp | 69.1%+7.1pp | 69.0%+7.2pp |
| Annual return | 6.14% | 12.36%-6.2pp | 78.04%-71.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,970 | $2,064+92.3% | $2,794+42.1% | $3,054+30.0% |
| Admin fee / account holder | $98 | $650-85.0% | $4,815-98.0% | $504-80.6% |