Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,378 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $21,839 | $57,352-61.9% | $83,830-73.9% | $64,173-66.0% |
| Participation rate | 61.9% | 68.6%-6.7pp | 76.1%-14.2pp | 69.6%-7.7pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.97%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $274 | $2,546-89.2% | $3,631-92.5% | $2,381-88.5% |
| Participant deferral / active EE | $1,617 | $2,993-46.0% | $4,082-60.4% | $3,470-53.4% |
| Admin fee / account holder | $44 | $4,046-98.9% | $5,479-99.2% | $4,887-99.1% |