Filed August 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,171 |
AMERICAN FUNDS1 year Filed as: CAPITAL FINANCIAL CONSULTANTS GROUP Service code 27 14259 DANIELSON ST. · POWAY, CA 92064 | Advisory (Plan) | $8,455 |
Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $3,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,602 | $57,921-83.4% | $84,753-88.7% | $57,658-83.3% |
| Participation rate | 64.1% | 72.9%-8.9pp | 76.6%-12.5pp | 70.2%-6.2pp |
| Annual return | 29.36% | 10.24%+19.1pp | 22.78%+6.6pp | 5.13%+24.2pp |
| Employer contribution / active EE | $1,065 | $2,598-59.0% | $3,574-70.2% | $1,974-46.1% |
| Participant deferral / active EE | $1,322 | $2,742-51.8% | $3,712-64.4% | $3,061-56.8% |
| Admin fee / account holder | $41 | $130-68.3% | $5,333-99.2% | $95-56.5% |