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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-3461974 | Other Fees | $6,508 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,012 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $782 |
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.
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 | $14,895 | $55,453-73.1% | $170,435-91.3% | $62,293-76.1% |
| Participation rate | 30.2% | 66.4%-36.2pp | 83.6%-53.4pp | 69.5%-39.3pp |
| Annual return | 77.86% | 21.38%+56.5pp | 205.94%-128.1pp | 28.90%+49.0pp |
| Employer contribution / active EE | $127 | $2,164-94.1% | $5,432-97.7% | $2,042-93.8% |
| Participant deferral / active EE | $807 | $2,303-65.0% | $4,939-83.7% | $3,169-74.5% |
| Admin fee / account holder | $131 | $455-71.2% | $13,881-99.1% | $479-72.7% |