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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,266 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $627 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $420 |
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.
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 | $53,686 | $37,044+44.9% | $71,796-25.2% | $57,658-6.9% |
| Participation rate | 35.1% | 61.1%-26.0pp | 69.1%-34.0pp | 70.2%-35.2pp |
| Annual return | 8.26% | 12.64%-4.4pp | 78.04%-69.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $116 | $720-83.9% | $1,924-94.0% | $1,974-94.1% |
| Participant deferral / active EE | $1,652 | $1,974-16.3% | $2,794-40.9% | $3,061-46.0% |
| Admin fee / account holder | $127 | $101+26.0% | $4,815-97.4% | $95+34.5% |