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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,188 | $32,425-62.4% | $74,577-83.7% | $55,167-77.9% |
| Participation rate | 20.1% | 54.0%-33.9pp | 68.1%-48.0pp | 69.0%-48.9pp |
| Annual return | 10.21% | 10.63%-0.4pp | 20.47%-10.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $133 | $1,043-87.3% | $2,525-94.7% | $1,963-93.2% |
| Participant deferral / active EE | $2,512 | $1,995+25.9% | $3,458-27.4% | $3,054-17.7% |
| Admin fee / account holder | $8 | $748-98.9% | $4,138-99.8% | $504-98.4% |