Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,088 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,905 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,059 | $78,852-87.2% | $76,768-86.9% | $75,289-86.6% |
| Participation rate | 96.6% | 85.0%+11.6pp | 77.0%+19.6pp | 72.4%+24.1pp |
| Annual return | -6.44% | -1.29%-5.2pp | 2.43%-8.9pp | -0.04%-6.4pp |
| Employer contribution / active EE | $1,857 | $2,794-33.6% | $2,485-25.3% | $2,405-22.8% |
| Participant deferral / active EE | $3,680 | $4,800-23.3% | $3,852-4.5% | $3,739-1.6% |
| Admin fee / account holder | $44 | $79-43.8% | $6,676-99.3% | $102-56.6% |