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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 | $3,180 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,362 |
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.
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 | $4,587 | $46,966-90.2% | $185,117-97.5% | $69,631-93.4% |
| Participation rate | 44.9% | 65.3%-20.3pp | 77.3%-32.3pp | 70.7%-25.8pp |
| Annual return | 25.20% | 22.36%+2.8pp | 40.50%-15.3pp | 27571.02%-27545.8pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,085 | $3,017-64.0% | $5,045-78.5% | $3,224-66.3% |
| Admin fee / account holder | $20 | $94-78.8% | $8,159-99.8% | $110-81.9% |