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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,063 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,251 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,492 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,080 | $44,473-86.3% | $76,518-92.1% | $55,725-89.1% |
| Participation rate | 8.8% | 51.0%-42.2pp | 68.0%-59.2pp | 70.9%-62.1pp |
| Annual return | -5.81% | -2.01%-3.8pp | -0.27%-5.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $37 | $1,101-96.6% | $2,647-98.6% | $2,078-98.2% |
| Participant deferral / active EE | $807 | $1,988-59.4% | $3,836-79.0% | $3,356-75.9% |
| Admin fee / account holder | $82 | $134-38.9% | $4,849-98.3% | $115-28.8% |