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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,797 |
Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,289 |
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.
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 | $24,957 | $42,810-41.7% | $169,452-85.3% | $55,725-55.2% |
| Participation rate | 35.8% | 64.7%-28.9pp | 77.8%-42.0pp | 70.9%-35.1pp |
| Annual return | -5.57% | -3.61%-2.0pp | 1.83%-7.4pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $4,157-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,520 | $3,141-19.8% | $5,277-52.2% | $3,356-24.9% |
| Admin fee / account holder | $160 | $106+50.6% | $9,110-98.2% | $115+39.3% |