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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,676 |
Service code 55 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Other Commissions | $3,520 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $11,314 | $42,548-73.4% | $74,551-84.8% | $56,289-79.9% |
| Participation rate | 68.4% | 60.5%+7.9pp | 69.1%-0.8pp | 69.9%-1.5pp |
| Annual return | 7.20% | 12.40%-5.2pp | 32.53%-25.3pp | -9.96%+17.2pp |
| Employer contribution / active EE | $949 | $855+11.0% | $1,961-51.6% | $2,111-55.0% |
| Participant deferral / active EE | $372 | $2,277-83.7% | $3,108-88.0% | $3,350-88.9% |
| Admin fee / account holder | $79 | $467-83.1% | $5,059-98.4% | $521-84.9% |