| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $363,369 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48,447 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $40,000 |
RSM US LLP2+ years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $32,640 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,485 | $80,976-72.2% | $75,501-70.2% | $80,976-72.2% |
| Participation rate | 41.5% | 68.3%-26.7pp | 72.4%-30.8pp | 68.3%-26.7pp |
| Annual return | 20.93% | 22.91%-2.0pp | 27.35%-6.4pp | 22.91%-2.0pp |
| Employer contribution / active EE | $329 | $2,402-86.3% | $2,352-86.0% | $2,402-86.3% |
| Participant deferral / active EE | $874 | $3,848-77.3% | $3,142-72.2% | $3,848-77.3% |
| Admin fee / account holder | $27 | $67-60.1% | $5,801-99.5% | $67-60.1% |