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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,051 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,835 | $63,905-67.4% | $74,184-71.9% | $57,658-63.9% |
| Participation rate | 65.6% | 79.8%-14.1pp | 76.6%-11.0pp | 70.2%-4.6pp |
| Annual return | 0.00% | 60.60%-60.6pp | 17.74%-17.7pp | 5.13%-5.1pp |
| Employer contribution / active EE | $811 | $1,840-55.9% | $2,370-65.8% | $1,974-58.9% |
| Participant deferral / active EE | $2,350 | $3,448-31.9% | $3,550-33.8% | $3,061-23.2% |
| Admin fee / account holder | $7 | $91-92.3% | $5,586-99.9% | $95-92.6% |