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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,765 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $835 |
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 | $27,164 | $55,002-50.6% | $59,883-54.6% | $56,287-51.7% |
| Participation rate | 95.9% | 75.9%+19.9pp | 74.7%+21.2pp | 69.9%+26.0pp |
| Annual return | -3.58% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,218 | $2,448+72.3% | $2,722+55.0% | $2,111+99.8% |
| Participant deferral / active EE | $12,601 | $3,121+303.7% | $3,402+270.4% | $3,350+276.2% |
| Admin fee / account holder | $42 | $236-82.2% | $3,591-98.8% | $521-91.9% |