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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,413 |
INTEGRITY PENSION SERVICES, LLC3+ years Service code 12 3214 VELVET ROSE STREET · LAS VEGAS, NV 89135 | Claims processing; Contract Administr... | $4,783 |
CENTAURUS FINANCIAL INC3+ years Service code 55 2300 E KATELLA AVE · ANAHEIM, CA 92806 | Other Commissions | $3,924 |
Service code 55 5707 SW PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $1,316 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $253 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $12,558 | $53,128-76.4% | $86,582-85.5% | $70,126-82.1% |
| Participation rate | 36.7% | 65.3%-28.6pp | 73.5%-36.9pp | 69.5%-32.9pp |
| Annual return | 14.35% | 27.66%-13.3pp | 965.08%-950.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,078 | $2,695-60.0% | $3,609-70.1% | $3,332-67.6% |
| Admin fee / account holder | $86 | $3,584-97.6% | $4,904-98.3% | $4,645-98.2% |