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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 | $887 |
EIP CORP1 year Service code 13 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,581 | $42,546-46.9% | $71,796-68.5% | $55,167-59.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 3.32% | 12.36%-9.0pp | 78.04%-74.7pp | 169.23%-165.9pp |
| Employer contribution / active EE | $275 | $803-65.7% | $1,924-85.7% | $1,963-86.0% |
| Participant deferral / active EE | $2,365 | $2,064+14.6% | $2,794-15.4% | $3,054-22.6% |
| Admin fee / account holder | $16 | $650-97.5% | $4,815-99.7% | $504-96.8% |