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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,029 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: ASSOCIATES IN EXCELLENCE DBA CETERA Service code 13 2125 OAK GROVE ROAD · WALNUT CREEK, CA 94598 | Contract Administrator | $2,403 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $926 |
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 | $4,431 | $71,192-93.8% | $117,861-96.2% | $62,293-92.9% |
| Participation rate | 69.2% | 74.2%-5.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 21.57% | 18.66%+2.9pp | 335.11%-313.5pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,420 | $1,934-26.6% | $3,786-62.5% | $2,042-30.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17 | $587-97.2% | $8,021-99.8% | $479-96.6% |