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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,092 |
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $29,086 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,845 | $74,552-42.5% | $63,018-32.0% | $69,631-38.5% |
| Participation rate | 50.8% | 78.3%-27.5pp | 74.8%-24.0pp | 70.7%-19.9pp |
| Annual return | 20.84% | 15.77%+5.1pp | 87.62%-66.8pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $566 | $2,929-80.7% | $2,761-79.5% | $2,032-72.1% |
| Participant deferral / active EE | $1,379 | $2,974-53.6% | $3,330-58.6% | $3,224-57.2% |
| Admin fee / account holder | $311 | $59+424.2% | $3,601-91.4% | $110+182.0% |