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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,797 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,008 | $50,898-92.1% | $171,082-97.7% | $55,167-92.7% |
| Participation rate | 50.0% | 63.3%-13.3pp | 76.7%-26.7pp | 69.0%-19.0pp |
| Annual return | 27.13% | 15.34%+11.8pp | 32.56%-5.4pp | 169.23%-142.1pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $964 | $2,994-67.8% | $4,797-79.9% | $3,054-68.4% |
| Admin fee / account holder | $16 | $500-96.9% | $8,520-99.8% | $504-96.9% |