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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,970 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,903 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,990 | $50,385-78.2% | $75,501-85.4% | $62,293-82.4% |
| Participation rate | 66.9% | 67.7%-0.8pp | 72.4%-5.4pp | 69.5%-2.6pp |
| Annual return | 9.75% | 19.90%-10.1pp | 27.35%-17.6pp | 28.90%-19.1pp |
| Employer contribution / active EE | $1,250 | $1,537-18.7% | $2,352-46.9% | $2,042-38.8% |
| Participant deferral / active EE | $1,923 | $2,445-21.4% | $3,142-38.8% | $3,169-39.3% |
| Admin fee / account holder | $44 | $384-88.6% | $5,801-99.2% | $479-90.9% |