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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,151 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,191 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,897 | $44,989-82.4% | $170,435-95.4% | $77,958-89.9% |
| Participation rate | 73.6% | 64.6%+9.0pp | 83.6%-10.0pp | 71.6%+1.9pp |
| Annual return | 15.06% | 19.61%-4.5pp | 205.94%-190.9pp | 20.87%-5.8pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,118 | $2,208-49.4% | $4,939-77.4% | $3,537-68.4% |
| Admin fee / account holder | $8 | $69-87.7% | $13,881-99.9% | $97-91.3% |