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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 | $13,127 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $3,075 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
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.
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 | $40,590 | $50,385-19.4% | $75,501-46.2% | $62,293-34.8% |
| Participation rate | 45.7% | 67.7%-22.0pp | 72.4%-26.7pp | 69.5%-23.9pp |
| Annual return | 12.27% | 19.90%-7.6pp | 27.35%-15.1pp | 28.90%-16.6pp |
| Employer contribution / active EE | $391 | $1,537-74.6% | $2,352-83.4% | $2,042-80.9% |
| Participant deferral / active EE | $1,280 | $2,445-47.7% | $3,142-59.3% | $3,169-59.6% |
| Admin fee / account holder | $156 | $384-59.3% | $5,801-97.3% | $479-67.4% |