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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,088 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,806 | $89,739-81.3% | $149,721-88.8% | $62,293-73.0% |
| Participation rate | 88.8% | 85.1%+3.7pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 64.31% | 21.01%+43.3pp | 1501.67%-1437.4pp | 28.90%+35.4pp |
| Employer contribution / active EE | $274 | $3,233-91.5% | $5,444-95.0% | $2,042-86.6% |
| Participant deferral / active EE | $3,715 | $4,797-22.6% | $6,568-43.4% | $3,169+17.2% |
| Admin fee / account holder | $24 | $551-95.6% | $11,282-99.8% | $479-94.9% |