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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,306 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $268 |
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 | $34,678 | $36,767-5.7% | $81,473-57.4% | $62,293-44.3% |
| Participation rate | 79.2% | 54.4%+24.7pp | 68.0%+11.2pp | 69.5%+9.7pp |
| Annual return | 20.06% | 173.80%-153.7pp | 38.78%-18.7pp | 28.90%-8.8pp |
| Employer contribution / active EE | $3,651 | $1,128+223.6% | $2,568+42.2% | $2,042+78.8% |
| Participant deferral / active EE | $3,692 | $2,111+74.9% | $3,537+4.4% | $3,169+16.5% |
| Admin fee / account holder | $9 | $797-98.8% | $4,561-99.8% | $479-98.1% |