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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,602 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN TX, TX 78735 | Other Commissions | $17,400 |
Filed as: REA & ASSOCIATES INC Service code 10 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Accounting | $2,532 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,029 |
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.
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 | $73,693 | $59,186+24.5% | $76,768-4.0% | $56,287+30.9% |
| Participation rate | 69.8% | 75.2%-5.4pp | 77.0%-7.2pp | 69.9%0pp |
| Annual return | -4.85% | 6.62%-11.5pp | 2.43%-7.3pp | -9.96%+5.1pp |
| Employer contribution / active EE | $374 | $1,759-78.7% | $2,485-84.9% | $2,111-82.3% |
| Participant deferral / active EE | $3,592 | $3,255+10.3% | $3,852-6.7% | $3,350+7.2% |
| Admin fee / account holder | $231 | $489-52.8% | $6,675-96.5% | $521-55.7% |