Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,128 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,957 | $46,732-53.0% | $156,551-86.0% | $55,167-60.2% |
| Participation rate | 32.1% | 65.8%-33.7pp | 84.0%-51.9pp | 69.0%-36.9pp |
| Annual return | 10.36% | 17.72%-7.4pp | 32.23%-21.9pp | 169.23%-158.9pp |
| Employer contribution / active EE | $65 | $2,105-96.9% | $5,501-98.8% | $1,963-96.7% |
| Participant deferral / active EE | $1,152 | $2,204-47.7% | $4,871-76.4% | $3,054-62.3% |
| Admin fee / account holder | $56 | $418-86.6% | $13,028-99.6% | $504-88.9% |