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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,112 |
SAGEPOINT FINANCIAL INC1 year Service code 55 2800 N CENTRAL AVE #2100 · PHOENIX, AZ 85004 | Other Commissions | $9,072 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $479 |
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.
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 | $28,727 | $76,551-62.5% | $123,894-76.8% | $62,881-54.3% |
| Participation rate | 52.2% | 73.0%-20.8pp | 81.4%-29.2pp | 69.3%-17.1pp |
| Annual return | 6.08% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,856 | $4,840-41.0% | $5,984-52.3% | $3,203-10.8% |
| Admin fee / account holder | $206 | $4,826-95.7% | $8,357-97.5% | $4,296-95.2% |