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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,734 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IN 52556 | Other Commissions | $4,440 |
BFBA, LLP1 year Service code 10 83 SCRIPPS DR STE 210 · SACRAMENTO, CA 95825 | Accounting | $2,000 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $548 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,076 | $42,546-69.3% | $71,796-81.8% | $55,167-76.3% |
| Participation rate | 29.0% | 59.1%-30.1pp | 69.1%-40.1pp | 69.0%-40.0pp |
| Annual return | 9.16% | 12.36%-3.2pp | 78.04%-68.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $248 | $803-69.2% | $1,924-87.1% | $1,963-87.4% |
| Participant deferral / active EE | $1,178 | $2,064-42.9% | $2,794-57.8% | $3,054-61.4% |
| Admin fee / account holder | $106 | $650-83.6% | $4,815-97.8% | $504-78.9% |