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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,353 |
M HOLDINGS SECURITIES INC4+ years Service code 27 PO BOX 2207 · PORTLAND, OR 97208 | Advisory (Plan) | $23,637 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,383 |
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 | $59,997 | $66,319-9.5% | $93,621-35.9% | $65,186-8.0% |
| Participation rate | 80.6% | 74.0%+6.6pp | 75.8%+4.7pp | 70.2%+10.4pp |
| Annual return | 0.65% | 42.59%-41.9pp | 32.76%-32.1pp | 29.39%-28.7pp |
| Employer contribution / active EE | $1,198 | $2,013-40.5% | $2,719-55.9% | $2,177-44.9% |
| Participant deferral / active EE | $3,443 | $3,343+3.0% | $4,070-15.4% | $3,514-2.0% |
| Admin fee / account holder | $369 | $6,900-94.7% | $7,890-95.3% | $847-56.5% |