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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,756 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,703 |
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 | $17,677 | $68,544-74.2% | $115,752-84.7% | $69,631-74.6% |
| Participation rate | 82.6% | 74.0%+8.7pp | 77.8%+4.8pp | 70.7%+11.9pp |
| Annual return | 20.01% | 20.97%-1.0pp | 19.41%+0.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $592 | $2,400-75.3% | $3,492-83.1% | $2,032-70.9% |
| Participant deferral / active EE | $2,583 | $3,887-33.6% | $5,204-50.4% | $3,224-19.9% |
| Admin fee / account holder | $121 | $90+33.5% | $6,278-98.1% | $110+9.2% |