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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,238 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $947 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,510 | $45,324-15.0% | $122,354-68.5% | $69,631-44.7% |
| Participation rate | 57.0% | 59.9%-2.9pp | 71.6%-14.6pp | 70.7%-13.7pp |
| Annual return | 18.59% | 25.35%-6.8pp | 30.28%-11.7pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,751 | $1,230+42.4% | $4,051-56.8% | $2,032-13.8% |
| Participant deferral / active EE | $3,269 | $2,367+38.1% | $3,287-0.6% | $3,224+1.4% |
| Admin fee / account holder | $5 | $87-93.7% | $5,479-99.9% | $110-95.0% |