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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 | $1,479 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,666 | $44,873+37.4% | $79,467-22.4% | $56,289+9.6% |
| Participation rate | 97.1% | 68.7%+28.4pp | 73.3%+23.8pp | 69.9%+27.3pp |
| Annual return | -3.52% | 0.81%-4.3pp | 718.30%-721.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,639 | $2,140-23.4% | $2,800-41.5% | $2,111-22.3% |
| Participant deferral / active EE | $4,374 | $2,746+59.3% | $3,704+18.1% | $3,350+30.6% |
| Admin fee / account holder | $5 | $418-98.8% | $5,104-99.9% | $521-99.0% |