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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,038 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,938 |
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 | $11,944 | $46,072-74.1% | $69,779-82.9% | $55,167-78.3% |
| Participation rate | 52.2% | 67.5%-15.3pp | 71.8%-19.7pp | 69.0%-16.8pp |
| Annual return | 6.76% | 8.68%-1.9pp | 12.99%-6.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $504 | $1,500-66.4% | $2,338-78.4% | $1,963-74.3% |
| Participant deferral / active EE | $1,028 | $2,344-56.1% | $2,931-64.9% | $3,054-66.3% |
| Admin fee / account holder | $41 | $428-90.5% | $4,381-99.1% | $504-92.0% |