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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,268 |
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 | $36,483 | $60,165-39.4% | $74,184-50.8% | $55,167-33.9% |
| Participation rate | 70.3% | 74.2%-3.8pp | 76.6%-6.3pp | 69.0%+1.3pp |
| Annual return | 7.57% | 10.00%-2.4pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,456 | $1,600-9.0% | $2,370-38.6% | $1,963-25.8% |
| Participant deferral / active EE | $2,366 | $2,973-20.4% | $3,550-33.3% | $3,054-22.5% |
| Admin fee / account holder | $51 | $419-87.8% | $5,586-99.1% | $504-89.8% |