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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,211 |
Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $1,375 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $2,773 | $63,924-95.7% | $108,582-97.4% | $55,167-95.0% |
| Participation rate | 67.9% | 74.3%-6.4pp | 79.6%-11.7pp | 69.0%-1.1pp |
| Annual return | 15.88% | 15.31%+0.6pp | -51.70%+67.6pp | 169.23%-153.4pp |
| Employer contribution / active EE | $1,346 | $1,879-28.4% | $3,758-64.2% | $1,963-31.4% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $7 | $618-98.8% | $7,645-99.9% | $504-98.5% |