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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 | $3,657 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $13,146 | $60,165-78.1% | $74,184-82.3% | $55,167-76.2% |
| Participation rate | 51.3% | 74.2%-22.8pp | 76.6%-25.3pp | 69.0%-17.7pp |
| Annual return | 12.38% | 10.00%+2.4pp | 17.74%-5.4pp | 169.23%-156.9pp |
| Employer contribution / active EE | $282 | $1,600-82.3% | $2,370-88.1% | $1,963-85.6% |
| Participant deferral / active EE | $1,479 | $2,973-50.2% | $3,550-58.3% | $3,054-51.6% |
| Admin fee / account holder | $46 | $419-89.1% | $5,586-99.2% | $504-90.9% |