Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,906 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $20,664 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,192 | $38,833-42.9% | $78,778-71.8% | $77,958-71.5% |
| Participation rate | 13.9% | 60.9%-47.1pp | 69.2%-55.3pp | 71.6%-57.8pp |
| Annual return | 25.67% | 20.31%+5.4pp | 35.62%-10.0pp | 20.87%+4.8pp |
| Employer contribution / active EE | $321 | $840-61.8% | $1,986-83.8% | $2,310-86.1% |
| Participant deferral / active EE | $592 | $1,776-66.7% | $2,958-80.0% | $3,537-83.3% |
| Admin fee / account holder | $144 | $89+61.6% | $5,134-97.2% | $97+47.7% |