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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,499 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,325 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,183 | $49,177-75.2% | $79,466-84.7% | $64,173-81.0% |
| Participation rate | 43.2% | 65.0%-21.9pp | 73.3%-30.2pp | 69.6%-26.4pp |
| Annual return | -5.04% | -1.16%-3.9pp | 718.28%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $521 | $2,076-74.9% | $2,800-81.4% | $2,381-78.1% |
| Participant deferral / active EE | $730 | $2,821-74.1% | $3,704-80.3% | $3,470-79.0% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |