Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,212 |
Service code 55 2001 ROUTE 46 STE 506 · PARSIPPANY, NJ 07054 | Other Commissions | $7,559 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,710 | $55,453-44.6% | $170,435-82.0% | $62,293-50.7% |
| Participation rate | 48.4% | 66.4%-18.0pp | 83.6%-35.2pp | 69.5%-21.1pp |
| Annual return | 17.24% | 21.38%-4.1pp | 205.94%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,345 | $2,164-37.8% | $5,432-75.2% | $2,042-34.1% |
| Participant deferral / active EE | $1,442 | $2,303-37.4% | $4,939-70.8% | $3,169-54.5% |
| Admin fee / account holder | $182 | $455-59.9% | $13,881-98.7% | $479-62.0% |