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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 | $4,138 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $362 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,877 | $51,244-24.1% | $80,977-52.0% | $55,167-29.5% |
| Participation rate | 53.4% | 71.7%-18.3pp | 75.8%-22.4pp | 69.0%-15.6pp |
| Annual return | 19.86% | 17.39%+2.5pp | 17.11%+2.8pp | 169.23%-149.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,565 | $4,418+48.6% | $5,696+15.2% | $3,054+114.9% |
| Admin fee / account holder | $48 | $398-88.0% | $5,517-99.1% | $504-90.5% |