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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,869 |
HARBOUR INVESTMENTS INC2 years Service code 55 575 DONOFRIO DR STE 300 · MADISON, WI 537192832 | Other Commissions | $20,886 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,961 |
BURNHAM & DELLS ADVISORS3 years Service code 27 750 FRONT AVENUE NW · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $4,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,093 | $58,0930% | $80,022-27.4% | $56,287+3.2% |
| Participation rate | 57.7% | 73.6%-15.9pp | 75.8%-18.1pp | 69.9%-12.2pp |
| Annual return | -5.60% | 34.63%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $817 | $1,933-57.7% | $2,468-66.9% | $2,111-61.3% |
| Participant deferral / active EE | $2,436 | $3,136-22.3% | $3,686-33.9% | $3,350-27.3% |
| Admin fee / account holder | $431 | $623-30.8% | $6,521-93.4% | $521-17.3% |