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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,434 |
Service code 55 2001 ROUTE 46 STE 506 · PARISIPPANY, NJ 07054 | Other Commissions | $17,241 |
BDG-CPAS1 year Service code 10 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $3,670 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $893 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,447 | $80,753-12.8% | $136,298-48.3% | $62,293+13.1% |
| Participation rate | 53.0% | 73.5%-20.5pp | 81.9%-28.9pp | 69.5%-16.5pp |
| Annual return | 22.58% | 35.83%-13.3pp | 5156.27%-5133.7pp | 28.90%-6.3pp |
| Employer contribution / active EE | $230 | $2,884-92.0% | $4,696-95.1% | $2,042-88.7% |
| Participant deferral / active EE | $5,062 | $5,164-2.0% | $6,247-19.0% | $3,169+59.7% |
| Admin fee / account holder | $316 | $525-39.8% | $9,244-96.6% | $479-34.0% |