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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,007 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,099 | $73,102-75.2% | $123,549-85.4% | $56,287-67.8% |
| Participation rate | 68.1% | 74.3%-6.2pp | 82.3%-14.1pp | 69.9%-1.7pp |
| Annual return | -8.63% | 3.01%-11.6pp | 119.20%-127.8pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,882 | $2,977-36.8% | $4,628-59.3% | $2,111-10.8% |
| Participant deferral / active EE | $3,532 | $5,423-34.9% | $6,426-45.0% | $3,350+5.5% |
| Admin fee / account holder | $198 | $554-64.3% | $9,284-97.9% | $521-62.1% |