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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,918 |
APW CAPITAL INC1 year Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $8,786 |
TEMPLETON & COMPANY LLP1 year Service code 10 222 LAKEVIEW AVE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $8,575 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $555 |
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).
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 | $22,098 | $47,977-53.9% | $154,108-85.7% | $56,289-60.7% |
| Participation rate | 56.5% | 66.2%-9.6pp | 83.0%-26.5pp | 69.9%-13.3pp |
| Annual return | -4.57% | 3.54%-8.1pp | 735.21%-739.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,233 | $2,169-43.1% | $5,298-76.7% | $2,111-41.6% |
| Participant deferral / active EE | $1,057 | $2,392-55.8% | $5,081-79.2% | $3,350-68.4% |
| Admin fee / account holder | $189 | $438-56.9% | $13,411-98.6% | $521-63.8% |