Filed March 4, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,731 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,802 | $36,916-65.3% | $156,551-91.8% | $57,658-77.8% |
| Participation rate | 50.9% | 63.4%-12.6pp | 84.0%-33.1pp | 70.2%-19.4pp |
| Annual return | 8.17% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $456 | $1,571-71.0% | $5,501-91.7% | $1,974-76.9% |
| Participant deferral / active EE | $1,175 | $1,926-39.0% | $4,871-75.9% | $3,061-61.6% |
| Admin fee / account holder | $25 | $82-69.6% | $13,028-99.8% | $95-73.5% |