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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,019 |
COMPREHENSIVE FINANCIAL PLANNING2+ years Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 55 2001 ROUTE 46 STE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $16,327 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $219 |
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.
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 | $53,485 | $75,183-28.9% | $123,894-56.8% | $55,167-3.0% |
| Participation rate | 47.9% | 72.8%-24.9pp | 81.4%-33.5pp | 69.0%-21.1pp |
| Annual return | 9.42% | 19.01%-9.6pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $213 | $2,823-92.5% | $4,617-95.4% | $1,963-89.2% |
| Participant deferral / active EE | $4,863 | $5,084-4.4% | $5,984-18.7% | $3,054+59.2% |
| Admin fee / account holder | $219 | $663-67.0% | $8,357-97.4% | $504-56.5% |