Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,808 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $9,913 |
ADAM DOWNS3+ years Filed as: ADAM ANDOLINA Service code 61 5101 FLORIN PERKINS RD · SACRAMENTO, CA 95826 | Finders' fees / placement fees | $5,088 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $1,604 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
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 | $19,700 | $60,545-67.5% | $92,240-78.6% | $69,631-71.7% |
| Participation rate | 50.5% | 72.2%-21.6pp | 76.5%-26.0pp | 70.7%-20.2pp |
| Annual return | 17.82% | 19.71%-1.9pp | 176.29%-158.5pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,408 | $2,633-46.5% | $3,680-61.7% | $2,032-30.7% |
| Participant deferral / active EE | $2,187 | $2,828-22.7% | $3,897-43.9% | $3,224-32.2% |
| Admin fee / account holder | $118 | $145-18.2% | $5,194-97.7% | $110+7.2% |