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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,081 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,796 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,788 |
Participant 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.
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 | $16,606 | $60,165-72.4% | $74,184-77.6% | $55,167-69.9% |
| Participation rate | 99.2% | 74.2%+25.1pp | 76.6%+22.6pp | 69.0%+30.2pp |
| Annual return | 6.85% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,202 | $1,600-24.8% | $2,370-49.3% | $1,963-38.7% |
| Participant deferral / active EE | $1,269 | $2,973-57.3% | $3,550-64.3% | $3,054-58.5% |
| Admin fee / account holder | $253 | $419-39.7% | $5,586-95.5% | $504-49.8% |