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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,295 |
LARA MAY & ASSOCIATES LLC2+ years Service code 55 7600 LEESBURG PIKE STE 120 E · FALLS CHURCH, VA 22043 | Other Commissions | $28,090 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $104,398 | $75,183+38.9% | $123,894-15.7% | $55,167+89.2% |
| Participation rate | 86.5% | 72.8%+13.7pp | 81.4%+5.1pp | 69.0%+17.5pp |
| Annual return | 9.23% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $2,207 | $2,823-21.8% | $4,617-52.2% | $1,963+12.5% |
| Participant deferral / active EE | $10,518 | $5,084+106.9% | $5,984+75.8% | $3,054+244.4% |
| Admin fee / account holder | $487 | $663-26.5% | $8,357-94.2% | $504-3.3% |