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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,127 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,936 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $389 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,249 | $35,485-54.2% | $74,551-78.2% | $55,725-70.8% |
| Participation rate | 83.3% | 62.5%+20.7pp | 69.1%+14.1pp | 70.9%+12.4pp |
| Annual return | -7.14% | 0.72%-7.9pp | 32.53%-39.7pp | 244.93%-252.1pp |
| Employer contribution / active EE | $384 | $777-50.6% | $1,961-80.4% | $2,078-81.5% |
| Participant deferral / active EE | $2,735 | $2,181+25.4% | $3,108-12.0% | $3,356-18.5% |
| Admin fee / account holder | $18 | $114-84.3% | $5,059-99.6% | $115-84.4% |