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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,366 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 | Other Commissions | $20,843 |
Service code 13 7300 METRO BLVD. · EDINA, MN 55439 | Contract Administrator | $8,763 |
Service code 99 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Other Fees | $332 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: PRINCIPAL SECURITIES INC. Service code 55 711 HIGH ST. · DES MOINES, IA 50392 | Other Commissions | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,040 | $77,816-7.4% | $123,552-41.7% | $64,173+12.3% |
| Participation rate | 51.9% | 74.7%-22.8pp | 82.3%-30.4pp | 69.6%-17.7pp |
| Annual return | -5.92% | 12.49%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $835 | $3,014-72.3% | $4,628-81.9% | $2,381-64.9% |
| Participant deferral / active EE | $6,595 | $5,240+25.9% | $6,426+2.6% | $3,470+90.1% |
| Admin fee / account holder | $411 | $5,519-92.6% | $9,285-95.6% | $4,887-91.6% |