Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,869 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,461 | $58,093+47.1% | $80,022+6.8% | $56,289+51.8% |
| Participation rate | 23.0% | 73.6%-50.6pp | 75.8%-52.8pp | 69.9%-46.8pp |
| Annual return | 8.09% | 34.63%-26.5pp | 11.22%-3.1pp | -9.96%+18.1pp |
| Employer contribution / active EE | $539 | $1,933-72.1% | $2,468-78.2% | $2,111-74.5% |
| Participant deferral / active EE | $971 | $3,136-69.0% | $3,686-73.7% | $3,350-71.0% |
| Admin fee / account holder | $510 | $623-18.1% | $6,521-92.2% | $521-2.1% |