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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 | $5,848 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $40,929 | $42,548-3.8% | $74,551-45.1% | $56,289-27.3% |
| Participation rate | 51.9% | 60.5%-8.5pp | 69.1%-17.2pp | 69.9%-17.9pp |
| Annual return | -8.64% | 12.40%-21.0pp | 32.53%-41.2pp | -9.96%+1.3pp |
| Employer contribution / active EE | $334 | $855-60.9% | $1,961-83.0% | $2,111-84.2% |
| Participant deferral / active EE | $2,629 | $2,277+15.5% | $3,108-15.4% | $3,350-21.5% |
| Admin fee / account holder | $57 | $467-87.7% | $5,059-98.9% | $521-89.0% |