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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,608 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $17,049 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,960 | $79,523-49.8% | $140,019-71.5% | $56,287-29.0% |
| Participation rate | 64.7% | 85.7%-21.1pp | 87.5%-22.8pp | 69.9%-5.2pp |
| Annual return | -6.24% | 2.39%-8.6pp | 651.15%-657.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $2,487 | $3,350-25.8% | $5,605-55.6% | $2,111+17.8% |
| Participant deferral / active EE | $4,415 | $5,129-13.9% | $6,927-36.3% | $3,350+31.8% |
| Admin fee / account holder | $378 | $614-38.5% | $10,705-96.5% | $521-27.5% |