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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,221 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $21,984 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $128 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,012 | $66,302-63.8% | $110,243-78.2% | $56,289-57.3% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.2pp |
| Annual return | -4.12% | -1.18%-2.9pp | 314.76%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,691 | $2,047-17.4% | $3,827-55.8% | $2,111-19.9% |
| Participant deferral / active EE | $4,453 | $3,381+31.7% | $4,672-4.7% | $3,350+32.9% |
| Admin fee / account holder | $120 | $698-82.8% | $8,548-98.6% | $521-77.0% |