Filed October 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,274 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 55 29 SAWYER RD · WALTHAM, MA 024533483 | Other Commissions | $17,037 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,187 | $80,177-37.4% | $123,894-59.5% | $57,658-13.0% |
| Participation rate | 47.7% | 74.4%-26.8pp | 81.4%-33.7pp | 70.2%-22.6pp |
| Annual return | 9.94% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $519 | $2,913-82.2% | $4,617-88.8% | $1,974-73.7% |
| Participant deferral / active EE | $2,348 | $5,130-54.2% | $5,984-60.8% | $3,061-23.3% |
| Admin fee / account holder | $286 | $106+168.7% | $8,357-96.6% | $95+202.2% |