Filed December 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,056 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $16,440 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,496 | $43,717-53.1% | $81,473-74.8% | $77,958-73.7% |
| Participation rate | 14.7% | 42.5%-27.8pp | 68.0%-53.3pp | 71.6%-56.9pp |
| Annual return | 17.19% | 23.83%-6.6pp | 38.78%-21.6pp | 20.87%-3.7pp |
| Employer contribution / active EE | $235 | $919-74.4% | $2,568-90.9% | $2,310-89.8% |
| Participant deferral / active EE | $462 | $1,783-74.1% | $3,537-86.9% | $3,537-86.9% |
| Admin fee / account holder | $82 | $108-23.6% | $4,561-98.2% | $97-15.4% |