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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,981 |
Service code 27 16516 BERNARDO CTR DR STE 300 · SAN DIEGO, CA 92128 | Advisory (Plan) | $4,509 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $918 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,999 | $43,504-79.3% | $68,612-86.9% | $56,287-84.0% |
| Participation rate | 76.1% | 67.8%+8.3pp | 72.2%+3.9pp | 69.9%+6.2pp |
| Annual return | -9.36% | -3.15%-6.2pp | -4.63%-4.7pp | -9.96%+0.6pp |
| Employer contribution / active EE | $549 | $1,525-64.0% | $2,625-79.1% | $2,111-74.0% |
| Participant deferral / active EE | $1,820 | $2,509-27.4% | $3,311-45.0% | $3,350-45.7% |
| Admin fee / account holder | $107 | $515-79.2% | $5,131-97.9% | $521-79.5% |