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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREEENWOOD VILLAGE, CO 80111 | Investment Management | $9,061 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $2,704 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,752 | $46,072-20.2% | $69,779-47.3% | $55,167-33.4% |
| Participation rate | 51.0% | 67.5%-16.4pp | 71.8%-20.8pp | 69.0%-18.0pp |
| Annual return | 6.77% | 8.68%-1.9pp | 12.99%-6.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $500 | $1,500-66.7% | $2,338-78.6% | $1,963-74.5% |
| Participant deferral / active EE | $1,492 | $2,344-36.3% | $2,931-49.1% | $3,054-51.1% |
| Admin fee / account holder | $116 | $428-72.8% | $4,381-97.3% | $504-76.9% |