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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,657 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,323 | $43,423-71.6% | $78,676-84.3% | $55,167-77.7% |
| Participation rate | 58.4% | 68.0%-9.6pp | 73.6%-15.1pp | 69.0%-10.6pp |
| Annual return | 10.15% | 11.53%-1.4pp | 62.19%-52.0pp | 169.23%-159.1pp |
| Employer contribution / active EE | $788 | $1,997-60.5% | $2,850-72.4% | $1,963-59.9% |
| Participant deferral / active EE | $696 | $2,509-72.3% | $3,517-80.2% | $3,054-77.2% |
| Admin fee / account holder | $16 | $416-96.2% | $4,510-99.7% | $504-96.9% |