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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,568 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $11,224 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $894 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,190 | $30,599-79.8% | $74,577-91.7% | $57,658-89.3% |
| Participation rate | 13.5% | 49.1%-35.6pp | 68.1%-54.6pp | 70.2%-56.7pp |
| Annual return | 15.04% | 14.24%+0.8pp | 20.47%-5.4pp | 5.13%+9.9pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $895 | $1,805-50.4% | $3,458-74.1% | $3,061-70.8% |
| Admin fee / account holder | $43 | $98-56.4% | $4,138-99.0% | $95-54.8% |