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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,090 |
TRUSTMARK NATIONAL BANK4+ years Service code 25 248 E CAPITAL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $14,940 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,936 | $48,576-81.6% | $169,452-94.7% | $56,289-84.1% |
| Participation rate | 66.1% | 65.8%+0.3pp | 77.8%-11.7pp | 69.9%-3.7pp |
| Annual return | -6.19% | -2.51%-3.7pp | 1.83%-8.0pp | -9.96%+3.8pp |
| Employer contribution / active EE | $663 | $1,559-57.5% | $4,157-84.1% | $2,111-68.6% |
| Participant deferral / active EE | $1,506 | $3,275-54.0% | $5,277-71.5% | $3,350-55.0% |
| Admin fee / account holder | $138 | $435-68.3% | $9,110-98.5% | $521-73.5% |