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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,035 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
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).
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 | $14,890 | $55,453-73.1% | $170,435-91.3% | $62,293-76.1% |
| Participation rate | 15.9% | 66.4%-50.5pp | 83.6%-67.7pp | 69.5%-53.6pp |
| Annual return | 28.39% | 21.38%+7.0pp | 205.94%-177.6pp | 28.90%-0.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,087 | $2,303-52.8% | $4,939-78.0% | $3,169-65.7% |
| Admin fee / account holder | $21 | $455-95.3% | $13,881-99.8% | $479-95.5% |