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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4780677 2929 ARCH STREET · PHILADELPHIA, PA 191042889 | Contract Administrator | $3,495 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $476 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $388 |
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.
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 | $32,256 | $42,548-24.2% | $74,551-56.7% | $56,289-42.7% |
| Participation rate | 34.2% | 60.5%-26.2pp | 69.1%-34.9pp | 69.9%-35.6pp |
| Annual return | -6.97% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+3.0pp |
| Employer contribution / active EE | $11 | $855-98.7% | $1,961-99.4% | $2,111-99.5% |
| Participant deferral / active EE | $2,756 | $2,277+21.0% | $3,108-11.3% | $3,350-17.7% |
| Admin fee / account holder | $77 | $467-83.6% | $5,059-98.5% | $521-85.3% |