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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,399 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $11,541 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,435 | $51,466-11.7% | $78,778-42.3% | $62,293-27.1% |
| Participation rate | 30.2% | 59.8%-29.5pp | 69.2%-38.9pp | 69.5%-39.3pp |
| Annual return | 15.02% | 19.96%-4.9pp | 35.62%-20.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $628 | $827-24.0% | $1,986-68.4% | $2,042-69.2% |
| Participant deferral / active EE | $1,073 | $2,147-50.0% | $2,958-63.7% | $3,169-66.1% |
| Admin fee / account holder | $428 | $489-12.4% | $5,134-91.7% | $479-10.6% |