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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,522 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,176 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 27 2729 STATE RD 580 STE C · CLEARWATER, FL 33761 | Advisory (Plan) | $3,583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,580 | $80,753-58.4% | $136,298-75.4% | $62,293-46.1% |
| Participation rate | 44.8% | 73.5%-28.7pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 12.88% | 35.83%-23.0pp | 5156.27%-5143.4pp | 28.90%-16.0pp |
| Employer contribution / active EE | $740 | $2,884-74.3% | $4,696-84.2% | $2,042-63.8% |
| Participant deferral / active EE | $3,230 | $5,164-37.5% | $6,247-48.3% | $3,169+1.9% |
| Admin fee / account holder | $163 | $525-68.9% | $9,244-98.2% | $479-65.9% |