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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 | $1,789 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
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 | $19,455 | $55,453-64.9% | $170,435-88.6% | $62,293-68.8% |
| Participation rate | 47.6% | 66.4%-18.7pp | 83.6%-36.0pp | 69.5%-21.9pp |
| Annual return | 13.45% | 21.38%-7.9pp | 205.94%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $72 | $2,164-96.7% | $5,432-98.7% | $2,042-96.5% |
| Participant deferral / active EE | $1,302 | $2,303-43.4% | $4,939-73.6% | $3,169-58.9% |
| Admin fee / account holder | $55 | $455-88.0% | $13,881-99.6% | $479-88.6% |