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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 | $7,445 |
Filed as: EMPOWER ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,951 | $54,357+4.8% | $82,706-31.1% | $68,495-16.9% |
| Participation rate | 65.6% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.3pp |
| Annual return | -10.65% | -13.67%+3.0pp | 701.76%-712.4pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,206 | $2,218-0.5% | $3,007-26.6% | $2,596-15.0% |
| Participant deferral / active EE | $5,158 | $3,246+58.9% | $4,394+17.4% | $4,028+28.1% |
| Admin fee / account holder | $81 | $4,396-98.2% | $5,329-98.5% | $5,403-98.5% |