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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $102,070 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $29,899 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,704 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,487 | $36,916+20.5% | $156,551-71.6% | $57,658-22.8% |
| Participation rate | 38.8% | 63.4%-24.6pp | 84.0%-45.2pp | 70.2%-31.4pp |
| Annual return | 6.08% | 12.38%-6.3pp | 32.23%-26.1pp | 5.13%+0.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,357 | $1,926-29.5% | $4,871-72.1% | $3,061-55.7% |
| Admin fee / account holder | $389 | $82+372.0% | $13,028-97.0% | $95+311.9% |