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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,419 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,823 |
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).
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 | $8,913 | $75,388-88.2% | $123,553-92.8% | $55,725-84.0% |
| Participation rate | 85.1% | 75.7%+9.5pp | 82.3%+2.9pp | 70.9%+14.3pp |
| Annual return | 5.52% | 4.48%+1.0pp | 119.21%-113.7pp | 244.93%-239.4pp |
| Employer contribution / active EE | $49 | $3,063-98.4% | $4,628-98.9% | $2,078-97.6% |
| Participant deferral / active EE | $5,137 | $5,651-9.1% | $6,426-20.1% | $3,356+53.1% |
| Admin fee / account holder | $78 | $120-34.8% | $9,284-99.2% | $115-32.2% |