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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,575 |
Service code 27 500 E REYNOLDS DR · RUSTON, LA 71270 | Advisory (Plan) | $28,630 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $270 |
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.
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 | $23,038 | $37,591-38.7% | $90,657-74.6% | $55,725-58.7% |
| Participation rate | 46.7% | 66.4%-19.7pp | 74.0%-27.4pp | 70.9%-24.2pp |
| Annual return | -4.91% | -3.20%-1.7pp | 1.89%-6.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $534 | $1,302-59.0% | $2,532-78.9% | $2,078-74.3% |
| Participant deferral / active EE | $803 | $2,643-69.6% | $3,424-76.5% | $3,356-76.1% |
| Admin fee / account holder | $139 | $100+39.4% | $4,994-97.2% | $115+21.0% |