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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,860 |
Service code 27 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $9,779 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $677 |
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.
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 | $15,951 | $36,916-56.8% | $156,551-89.8% | $57,658-72.3% |
| Participation rate | 21.9% | 63.4%-41.6pp | 84.0%-62.1pp | 70.2%-48.4pp |
| Annual return | 7.70% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $579 | $1,926-69.9% | $4,871-88.1% | $3,061-81.1% |
| Admin fee / account holder | $209 | $82+152.8% | $13,028-98.4% | $95+120.6% |