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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,221 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $896 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,152 | $57,352+133.9% | $83,831+60.0% | $64,173+109.0% |
| Participation rate | 89.0% | 68.6%+20.4pp | 76.1%+12.9pp | 69.6%+19.4pp |
| Annual return | -5.47% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,130 | $2,993+104.8% | $4,082+50.2% | $3,470+76.7% |
| Admin fee / account holder | $141 | $4,046-96.5% | $5,479-97.4% | $4,887-97.1% |