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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,285 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $952 |
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.
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 | $23,849 | $75,183-68.3% | $123,894-80.8% | $55,167-56.8% |
| Participation rate | 53.8% | 72.8%-19.1pp | 81.4%-27.7pp | 69.0%-15.2pp |
| Annual return | 17.38% | 19.01%-1.6pp | 47.52%-30.1pp | 169.23%-151.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,331 | $5,084+24.5% | $5,984+5.8% | $3,054+107.3% |
| Admin fee / account holder | $55 | $663-91.8% | $8,357-99.3% | $504-89.2% |