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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,750 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,410 |
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 | $16,368 | $23,385-30.0% | $69,182-76.3% | $57,658-71.6% |
| Participation rate | 93.1% | 37.9%+55.2pp | 55.1%+38.0pp | 70.2%+22.9pp |
| Annual return | 15.21% | -659.34%+674.6pp | -21.93%+37.1pp | 5.13%+10.1pp |
| Employer contribution / active EE | $288 | $422-31.8% | $1,206-76.1% | $1,974-85.4% |
| Participant deferral / active EE | $2,839 | $843+236.8% | $1,897+49.7% | $3,061-7.2% |
| Admin fee / account holder | $6 | $82-92.7% | $2,697-99.8% | $95-93.6% |