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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,373 |
KORNERSTONE, INC.1+ years Filed as: KORNERSTONE INC DBA (K)ORNERSTONE 4 Service code 27 2452 LAKEWEST DR · CHICO, CA 95928 | Advisory (Plan) | $38,587 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $719 |
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.
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 | $31,426 | $155,795-79.8% | $136,298-76.9% | $69,631-54.9% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 70.7%-2.8pp |
| Annual return | 72.78% | 232464.33%-232391.6pp | 5156.27%-5083.5pp | 27571.02%-27498.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,580 | $5,394+22.0% | $6,247+5.3% | $3,224+104.1% |
| Admin fee / account holder | $139 | $128+8.6% | $9,244-98.5% | $110+26.1% |