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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59 |
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.
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 | $48,477 | $51,466-5.8% | $78,778-38.5% | $62,293-22.2% |
| Participation rate | 16.1% | 59.8%-43.6pp | 69.2%-53.0pp | 69.5%-53.4pp |
| Annual return | 16.58% | 19.96%-3.4pp | 35.62%-19.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,220 | $2,147-43.2% | $2,958-58.7% | $3,169-61.5% |
| Admin fee / account holder | $7 | $489-98.6% | $5,134-99.9% | $479-98.6% |