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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN PENSION SERVICES2 years Service code 13 · EIN 59-3461974 | Contract Administrator | $7,642 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,589 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,436 |
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.
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 | $12,910 | $47,977-73.1% | $154,108-91.6% | $56,289-77.1% |
| Participation rate | 25.3% | 66.2%-40.9pp | 83.0%-57.7pp | 69.9%-44.5pp |
| Annual return | -9.33% | 3.54%-12.9pp | 735.21%-744.5pp | -9.96%+0.6pp |
| Employer contribution / active EE | $123 | $2,169-94.3% | $5,298-97.7% | $2,111-94.2% |
| Participant deferral / active EE | $813 | $2,392-66.0% | $5,081-84.0% | $3,350-75.7% |
| Admin fee / account holder | $143 | $438-67.4% | $13,411-98.9% | $521-72.6% |