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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,466 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $8,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,938 | $32,117+24.4% | $71,089-43.8% | $64,173-37.8% |
| Participation rate | 29.4% | 42.7%-13.3pp | 54.6%-25.2pp | 69.6%-40.2pp |
| Annual return | -8.19% | -5.57%-2.6pp | 650.65%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $441 | $712-38.1% | $1,088-59.4% | $2,381-81.5% |
| Participant deferral / active EE | $821 | $1,263-35.0% | $1,873-56.2% | $3,470-76.3% |
| Admin fee / account holder | $476 | $2,759-82.8% | $3,082-84.6% | $4,887-90.3% |