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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,293 |
DA DAVIDSON & CO2 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $19,586 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $676 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,899 | $60,545+18.8% | $92,240-22.1% | $69,631+3.3% |
| Participation rate | 37.6% | 72.2%-34.5pp | 76.5%-38.9pp | 70.7%-33.1pp |
| Annual return | 15.85% | 19.71%-3.9pp | 176.29%-160.4pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $611 | $2,633-76.8% | $3,680-83.4% | $2,032-69.9% |
| Participant deferral / active EE | $1,709 | $2,828-39.6% | $3,897-56.1% | $3,224-47.0% |
| Admin fee / account holder | $393 | $145+171.4% | $5,194-92.4% | $110+255.7% |