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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, ME 594051879 | Contract Administrator | $2,405 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $367 |
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 | $13,470 | $46,732-71.2% | $156,549-91.4% | $55,167-75.6% |
| Participation rate | 41.6% | 65.8%-24.2pp | 84.0%-42.4pp | 69.0%-27.4pp |
| Annual return | -0.87% | 17.72%-18.6pp | 32.23%-33.1pp | 169.23%-170.1pp |
| Employer contribution / active EE | $438 | $2,105-79.2% | $5,501-92.0% | $1,963-77.7% |
| Participant deferral / active EE | $805 | $2,204-63.5% | $4,871-83.5% | $3,054-73.6% |
| Admin fee / account holder | $22 | $418-94.7% | $13,027-99.8% | $504-95.6% |