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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,362 |
Filed as: CHARLES SCHWAB Service code 28 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $1,234 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $542 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,495 | $41,281-31.0% | $109,313-73.9% | $57,658-50.6% |
| Participation rate | 57.2% | 59.3%-2.2pp | 71.3%-14.1pp | 70.2%-13.1pp |
| Annual return | 12.67% | 8.97%+3.7pp | 22.07%-9.4pp | 5.13%+7.5pp |
| Employer contribution / active EE | $1,644 | $1,201+36.9% | $3,892-57.8% | $1,974-16.7% |
| Participant deferral / active EE | $2,898 | $2,223+30.4% | $3,166-8.5% | $3,061-5.3% |
| Admin fee / account holder | $9 | $75-87.8% | $5,666-99.8% | $95-90.3% |