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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,191 |
M HOLDINGS SECURITIES INC3+ years Service code 55 PO BOX 2207 · PORTLAND, OR 97208 | Other Commissions | $29,307 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,275 | $65,223-13.7% | $80,022-29.7% | $55,725+1.0% |
| Participation rate | 83.6% | 80.6%+3.0pp | 75.8%+7.8pp | 70.9%+12.7pp |
| Annual return | 8.98% | 7.59%+1.4pp | 11.22%-2.2pp | 244.93%-236.0pp |
| Employer contribution / active EE | $1,152 | $2,544-54.7% | $2,468-53.3% | $2,078-44.6% |
| Participant deferral / active EE | $3,051 | $3,881-21.4% | $3,686-17.2% | $3,356-9.1% |
| Admin fee / account holder | $301 | $114+163.4% | $6,521-95.4% | $115+161.2% |