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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 | $1,029 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $525 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,984 | $51,466-76.7% | $78,778-84.8% | $62,293-80.8% |
| Participation rate | 79.1% | 59.8%+19.3pp | 69.2%+9.9pp | 69.5%+9.6pp |
| Annual return | 14.62% | 19.96%-5.3pp | 35.62%-21.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $971 | $827+17.3% | $1,986-51.1% | $2,042-52.5% |
| Participant deferral / active EE | $443 | $2,147-79.4% | $2,958-85.0% | $3,169-86.0% |
| Admin fee / account holder | $13 | $489-97.4% | $5,134-99.7% | $479-97.3% |