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| Provider | Service type | Compensation |
|---|---|---|
R-TECH CONSULTANTS, INC.2+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $5,090 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $688 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $597 |
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.
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 | $17,241 | $52,884-67.4% | $84,753-79.7% | $55,167-68.7% |
| Participation rate | 38.5% | 67.5%-29.0pp | 76.6%-38.1pp | 69.0%-30.5pp |
| Annual return | 8.25% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,254 | $2,644-52.6% | $3,712-66.2% | $3,054-58.9% |
| Admin fee / account holder | $14 | $581-97.7% | $5,333-99.7% | $504-97.3% |