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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,269 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,882 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $10,000 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC, Service code 55 | Other Commissions | $3,773 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 55 1215 4TH AVENUE, 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
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.
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 | $4,653 | $96,458-95.2% | $136,298-96.6% | $77,958-94.0% |
| Participation rate | 67.8% | 75.4%-7.6pp | 81.9%-14.2pp | 71.6%-3.9pp |
| Annual return | 34.42% | 23.78%+10.6pp | 5156.27%-5121.8pp | 20.87%+13.6pp |
| Employer contribution / active EE | $2 | $3,144-99.9% | $4,696-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $2,879 | $5,902-51.2% | $6,247-53.9% | $3,537-18.6% |
| Admin fee / account holder | $3 | $80-96.3% | $9,244-100.0% | $97-97.0% |