Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,415 |
TRINITY PENSION GROUP, LLC3+ years Service code 13 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $13,186 |
GORDON ASSET MANAGEMENT1 year Service code 27 1007 SLATER RD. SUITE 200 · DURHAM, NC 27703 | Advisory (Plan) | $6,575 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,865 | $59,186-47.9% | $76,768-59.8% | $56,287-45.2% |
| Participation rate | 42.4% | 75.2%-32.8pp | 77.0%-34.6pp | 69.9%-27.4pp |
| Annual return | -5.54% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $500 | $1,759-71.6% | $2,485-79.9% | $2,111-76.3% |
| Participant deferral / active EE | $1,030 | $3,255-68.4% | $3,852-73.3% | $3,350-69.3% |
| Admin fee / account holder | $292 | $489-40.4% | $6,675-95.6% | $521-44.0% |