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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $963 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $621 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,645 | $42,546-60.9% | $71,796-76.8% | $55,167-69.8% |
| Participation rate | 81.8% | 59.1%+22.7pp | 69.1%+12.7pp | 69.0%+12.8pp |
| Annual return | 9.30% | 12.36%-3.1pp | 78.04%-68.7pp | 169.23%-159.9pp |
| Employer contribution / active EE | $411 | $803-48.8% | $1,924-78.6% | $1,963-79.1% |
| Participant deferral / active EE | $1,912 | $2,064-7.4% | $2,794-31.6% | $3,054-37.4% |
| Admin fee / account holder | $7 | $650-99.0% | $4,815-99.9% | $504-98.7% |