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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Fees | $9,693 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,922 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $754 |
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.
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 | $17,389 | $47,977-63.8% | $154,108-88.7% | $56,289-69.1% |
| Participation rate | 55.3% | 66.2%-10.9pp | 83.0%-27.7pp | 69.9%-14.5pp |
| Annual return | -6.01% | 3.54%-9.6pp | 735.21%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $144 | $2,169-93.3% | $5,298-97.3% | $2,111-93.2% |
| Participant deferral / active EE | $1,462 | $2,392-38.9% | $5,081-71.2% | $3,350-56.4% |
| Admin fee / account holder | $162 | $438-63.0% | $13,411-98.8% | $521-68.9% |