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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,654 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
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.
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 | $10,123 | $62,267-83.7% | $110,241-90.8% | $55,725-81.8% |
| Participation rate | 89.3% | 78.1%+11.2pp | 79.8%+9.5pp | 70.9%+18.4pp |
| Annual return | -4.84% | -1.07%-3.8pp | 314.75%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $3,827-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,175 | $3,516-9.7% | $4,672-32.0% | $3,356-5.4% |
| Admin fee / account holder | $41 | $121-65.8% | $8,548-99.5% | $115-64.1% |