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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENTPLANS.COM, LLC3+ years Service code 13 · EIN 80-0968774 16051 ADDISON ROAD, SUITE 310 · ADDISON, TX 75001 | Contract Administrator | $4,691 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $2,379 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $2,325 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,837 | $58,726-49.2% | $92,233-67.7% | $62,292-52.1% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 11.98% | 43.62%-31.6pp | 176.28%-164.3pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,471 | $2,392-38.5% | $3,679-60.0% | $2,042-28.0% |
| Participant deferral / active EE | $2,540 | $2,766-8.1% | $3,897-34.8% | $3,169-19.8% |
| Admin fee / account holder | $51 | $556-90.9% | $5,194-99.0% | $479-89.4% |