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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,447 |
Filed as: THE HOWARD E. NYHART CO INC Service code 13 8415 ALLISON POINTE BLVD · INDIANAPOLIS, IN 46250 | Contract Administrator | $11,669 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 55 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Other Commissions | $7,312 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
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.)
Annual investment return 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 | $32,404 | $76,401-57.6% | $106,387-69.5% | $64,173-49.5% |
| Participation rate | 53.7% | 73.5%-19.8pp | 77.5%-23.7pp | 69.6%-15.8pp |
| Annual return | -10.82% | -2.19%-8.6pp | 0.25%-11.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $260 | $2,680-90.3% | $3,520-92.6% | $2,381-89.1% |
| Participant deferral / active EE | $2,255 | $4,274-47.2% | $5,421-58.4% | $3,470-35.0% |
| Admin fee / account holder | $832 | $4,610-82.0% | $7,510-88.9% | $4,887-83.0% |