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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,117 |
DA DAVIDSON & CO3 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $22,165 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $803 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,122 | $56,443+18.9% | $83,830-19.9% | $55,725+20.5% |
| Participation rate | 38.9% | 72.0%-33.1pp | 76.1%-37.2pp | 70.9%-31.9pp |
| Annual return | -6.72% | 393.67%-400.4pp | 850.97%-857.7pp | 244.93%-251.6pp |
| Employer contribution / active EE | $655 | $2,682-75.6% | $3,631-82.0% | $2,078-68.5% |
| Participant deferral / active EE | $1,892 | $2,965-36.2% | $4,082-53.6% | $3,356-43.6% |
| Admin fee / account holder | $462 | $156+195.5% | $5,479-91.6% | $115+300.8% |