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| Provider | Service type | Compensation |
|---|---|---|
SYNERGY3 years Filed as: SYNERGY FINCANCIAL PARTNERS Service code 27 3773 CHERRY CREEK NORTH DR. · DENVER, CO 80220 | Advisory (Plan) | $39,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,671 |
TPA SERVICES, INC.4 years Filed as: TPA SERVICES INC Service code 13 7108 S ALTON WAY BLDG L STE B · CENTENNIAL, CO 80112 | Contract Administrator | $16,609 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,885 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,915 | $50,860+41.4% | $155,574-53.8% | $77,714-7.5% |
| Participation rate | 56.1% | 63.1%-7.0pp | 78.2%-22.1pp | 70.6%-14.5pp |
| Annual return | 13.16% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $2,243 | $1,991+12.7% | $4,676-52.0% | $2,727-17.7% |
| Participant deferral / active EE | $4,562 | $2,825+61.5% | $5,629-19.0% | $4,649-1.9% |
| Admin fee / account holder | $423 | $436-3.1% | $15,914-97.3% | $433-2.4% |