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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $13,921 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,990 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,336 | $48,576+24.2% | $169,452-64.4% | $56,287+7.2% |
| Participation rate | 79.2% | 65.8%+13.3pp | 77.8%+1.4pp | 69.9%+9.3pp |
| Annual return | -8.88% | -2.51%-6.4pp | 1.83%-10.7pp | -9.96%+1.1pp |
| Employer contribution / active EE | $2,401 | $1,559+54.0% | $4,157-42.2% | $2,111+13.7% |
| Participant deferral / active EE | $5,011 | $3,275+53.0% | $5,277-5.0% | $3,350+49.6% |
| Admin fee / account holder | $204 | $435-53.0% | $9,110-97.8% | $521-60.8% |