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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,328 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,970 |
Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $410 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $256 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,101 | $42,548+1.3% | $74,551-42.2% | $56,289-23.4% |
| Participation rate | 44.3% | 60.5%-16.2pp | 69.1%-24.9pp | 69.9%-25.6pp |
| Annual return | -1.18% | 12.40%-13.6pp | 32.53%-33.7pp | -9.96%+8.8pp |
| Employer contribution / active EE | $427 | $855-50.0% | $1,961-78.2% | $2,111-79.8% |
| Participant deferral / active EE | $899 | $2,277-60.5% | $3,108-71.1% | $3,350-73.2% |
| Admin fee / account holder | $236 | $467-49.5% | $5,059-95.3% | $521-54.8% |