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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 | $8,278 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,227 | $80,177-73.5% | $123,894-82.9% | $57,658-63.2% |
| Participation rate | 60.8% | 74.4%-13.6pp | 81.4%-20.6pp | 70.2%-9.4pp |
| Annual return | 11.92% | 17.90%-6.0pp | 47.52%-35.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $2,295 | $2,913-21.2% | $4,617-50.3% | $1,974+16.3% |
| Participant deferral / active EE | $3,713 | $5,130-27.6% | $5,984-38.0% | $3,061+21.3% |
| Admin fee / account holder | $28 | $106-73.8% | $8,357-99.7% | $95-70.5% |