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| Provider | Service type | Compensation |
|---|---|---|
THOMAS BEAL2+ years Service code 16 6730 N SCOTTSCALE RD SUITE 285 · SCOTTSDALE, AZ 85253 | Consulting | $3,522 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,866 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,747 | $23,385-92.5% | $69,182-97.5% | $57,658-97.0% |
| Participation rate | 32.9% | 37.9%-5.0pp | 55.1%-22.2pp | 70.2%-37.3pp |
| Annual return | 6.24% | -659.34%+665.6pp | -21.93%+28.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $92 | $422-78.3% | $1,206-92.4% | $1,974-95.4% |
| Participant deferral / active EE | $489 | $843-42.0% | $1,897-74.2% | $3,061-84.0% |
| Admin fee / account holder | $7 | $82-91.1% | $2,697-99.7% | $95-92.3% |