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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,070 |
Filed as: COMMONWEALTH EQUITY SERVICES INC Service code 27 DBA COMMONWEALTH · WALTHAM, MA 024533483 | Advisory (Plan) | $12,645 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,819 |
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).
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 | $6,906 | $31,424-78.0% | $81,473-91.5% | $69,631-90.1% |
| Participation rate | 9.9% | 50.8%-41.0pp | 68.0%-58.1pp | 70.7%-60.8pp |
| Annual return | 16.48% | 22.44%-6.0pp | 38.78%-22.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $642 | $1,838-65.1% | $3,537-81.8% | $3,224-80.1% |
| Admin fee / account holder | $81 | $103-21.0% | $4,561-98.2% | $110-26.6% |