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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $754 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15 |
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 | $5,690 | $42,772-86.7% | $87,502-93.5% | $55,167-89.7% |
| Participation rate | 91.7% | 66.5%+25.3pp | 73.8%+17.9pp | 69.0%+22.7pp |
| Annual return | 0.00% | 21.20%-21.2pp | 12.21%-12.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,642 | $2,342+98.2% | $3,149+47.4% | $3,054+52.0% |
| Admin fee / account holder | $3 | $461-99.3% | $4,221-99.9% | $504-99.4% |