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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,178 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,236 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 27 PO BOX 771115 · CINCINNATI, OH 452771115 | Advisory (Plan) | $7,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,199 | $48,261-66.4% | $68,612-76.4% | $55,725-70.9% |
| Participation rate | 64.9% | 71.0%-6.1pp | 72.2%-7.3pp | 70.9%-6.0pp |
| Annual return | -3.98% | -2.61%-1.4pp | -4.63%+0.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $492 | $1,742-71.8% | $2,625-81.3% | $2,078-76.3% |
| Participant deferral / active EE | $848 | $2,712-68.7% | $3,311-74.4% | $3,356-74.7% |
| Admin fee / account holder | $83 | $126-34.6% | $5,131-98.4% | $115-28.3% |