Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,756 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,559 |
Employer 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.
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 | $17,122 | $65,820-74.0% | $108,745-84.3% | $57,658-70.3% |
| Participation rate | 73.0% | 72.7%+0.3pp | 77.7%-4.7pp | 70.2%+2.7pp |
| Annual return | 9.41% | 21.32%-11.9pp | 46.22%-36.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $440 | $2,285-80.7% | $3,323-86.8% | $1,974-77.7% |
| Participant deferral / active EE | $2,165 | $3,578-39.5% | $5,121-57.7% | $3,061-29.3% |
| Admin fee / account holder | $127 | $91+39.3% | $6,144-97.9% | $95+34.3% |