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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,073 |
SAGEPOINT FINANCIAL INC1 year Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $320 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $3,563 | $42,546-91.6% | $71,796-95.0% | $55,167-93.5% |
| Participation rate | 81.3% | 59.1%+22.2pp | 69.1%+12.2pp | 69.0%+12.3pp |
| Annual return | 9.22% | 12.36%-3.1pp | 78.04%-68.8pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $957 | $2,064-53.7% | $2,794-65.8% | $3,054-68.7% |
| Admin fee / account holder | $28 | $650-95.7% | $4,815-99.4% | $504-94.4% |