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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,509 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,544 | $47,977-69.7% | $154,108-90.6% | $56,289-74.2% |
| Participation rate | 44.3% | 66.2%-21.8pp | 83.0%-38.7pp | 69.9%-25.5pp |
| Annual return | -7.66% | 3.54%-11.2pp | 735.21%-742.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $641 | $2,169-70.4% | $5,298-87.9% | $2,111-69.6% |
| Participant deferral / active EE | $1,072 | $2,392-55.2% | $5,081-78.9% | $3,350-68.0% |
| Admin fee / account holder | $242 | $438-44.7% | $13,411-98.2% | $521-53.5% |