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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,175 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $94 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,926 | $48,300-50.5% | $40,145,923-99.9% | $62,881-62.0% |
| Participation rate | 68.1% | 62.0%+6.1pp | 68.4%-0.3pp | 69.3%-1.2pp |
| Annual return | 8.59% | 6.95%+1.6pp | 5.24%+3.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $833 | $1,333-37.5% | $1,844-54.8% | $2,281-63.5% |
| Participant deferral / active EE | $2,484 | $2,388+4.0% | $2,591-4.1% | $3,203-22.5% |
| Admin fee / account holder | $23 | $2,919-99.2% | $2,903-99.2% | $4,296-99.5% |