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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,843 |
SAGEPOINT FINANCIAL INC1 year Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $10,298 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 771115 · CINCINNATI, OH 452771115 | Other Commissions | $4,800 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,775 |
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.
Annual investment return 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 | $34,966 | $64,286-45.6% | $106,387-67.1% | $55,725-37.3% |
| Participation rate | 35.3% | 75.2%-39.9pp | 77.5%-42.2pp | 70.9%-35.6pp |
| Annual return | -7.64% | 0.84%-8.5pp | 0.25%-7.9pp | 244.93%-252.6pp |
| Employer contribution / active EE | $311 | $2,367-86.9% | $3,520-91.2% | $2,078-85.0% |
| Participant deferral / active EE | $2,400 | $4,158-42.3% | $5,421-55.7% | $3,356-28.5% |
| Admin fee / account holder | $74 | $102-28.1% | $7,510-99.0% | $115-36.2% |