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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,669 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
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.
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).
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 | $10,443 | $51,466-79.7% | $78,778-86.7% | $62,293-83.2% |
| Participation rate | 40.2% | 59.8%-19.6pp | 69.2%-29.0pp | 69.5%-29.3pp |
| Annual return | 14.03% | 19.96%-5.9pp | 35.62%-21.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,405 | $2,147+12.0% | $2,958-18.7% | $3,169-24.1% |
| Admin fee / account holder | $67 | $489-86.3% | $5,134-98.7% | $479-86.0% |