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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN PENSION SERVICES3 years Service code 13 · EIN 59-3461974 | Contract Administrator | $6,440 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,831 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,329 |
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 | $17,584 | $52,961-66.8% | $172,752-89.8% | $65,185-73.0% |
| Participation rate | 25.6% | 66.2%-40.6pp | 82.6%-57.0pp | 70.2%-44.6pp |
| Annual return | 21.01% | 30.12%-9.1pp | 802.97%-782.0pp | 29.38%-8.4pp |
| Employer contribution / active EE | $161 | $2,190-92.7% | $5,144-96.9% | $2,177-92.6% |
| Participant deferral / active EE | $1,181 | $2,471-52.2% | $5,198-77.3% | $3,514-66.4% |
| Admin fee / account holder | $100 | $472-78.8% | $13,955-99.3% | $847-88.2% |