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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 | $14,929 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $3,496 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
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 | $39,321 | $43,504-9.6% | $68,612-42.7% | $56,289-30.1% |
| Participation rate | 46.0% | 67.8%-21.9pp | 72.2%-26.3pp | 69.9%-23.9pp |
| Annual return | -6.24% | -3.15%-3.1pp | -4.63%-1.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $471 | $1,525-69.1% | $2,625-82.0% | $2,111-77.7% |
| Participant deferral / active EE | $1,532 | $2,509-38.9% | $3,311-53.7% | $3,350-54.3% |
| Admin fee / account holder | $174 | $515-66.3% | $5,131-96.6% | $521-66.7% |