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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,652 |
DYLESKI1 year Service code 27 525 WATERVIEW TR · ALPHARETTA, GA 30022 | Advisory (Plan) | $12,720 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,159 | $50,637+44.5% | $86,582-15.5% | $62,293+17.4% |
| Participation rate | 56.6% | 67.9%-11.3pp | 73.5%-16.9pp | 69.5%-12.9pp |
| Annual return | 13.77% | 20.80%-7.0pp | 965.08%-951.3pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,235 | $2,075-40.5% | $2,839-56.5% | $2,042-39.5% |
| Participant deferral / active EE | $2,880 | $2,611+10.3% | $3,609-20.2% | $3,169-9.1% |
| Admin fee / account holder | $330 | $413-20.2% | $4,904-93.3% | $479-31.2% |