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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 | $3,024 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,150 |
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).
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 | $14,534 | $56,544-74.3% | $75,501-80.8% | $70,126-79.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 12.38% | 23.59%-11.2pp | 27.35%-15.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $469 | $1,817-74.2% | $2,352-80.1% | $2,343-80.0% |
| Participant deferral / active EE | $357 | $2,580-86.1% | $3,142-88.6% | $3,332-89.3% |
| Admin fee / account holder | $48 | $3,827-98.7% | $5,801-99.2% | $4,645-99.0% |