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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,849 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $13,957 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
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.)
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 | $63,587 | $63,314+0.4% | $91,004-30.1% | $62,293+2.1% |
| Participation rate | 32.1% | 73.3%-41.2pp | 75.6%-43.5pp | 69.5%-37.4pp |
| Annual return | 16.83% | 21.00%-4.2pp | 4.60%+12.2pp | 28.90%-12.1pp |
| Employer contribution / active EE | $519 | $1,807-71.3% | $2,456-78.9% | $2,042-74.6% |
| Participant deferral / active EE | $1,726 | $2,944-41.4% | $3,548-51.4% | $3,169-45.5% |
| Admin fee / account holder | $358 | $468-23.4% | $5,417-93.4% | $479-25.3% |