Filed October 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,372 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,598 |
Filed as: EMPOWER RETIREMENT Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $968 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $968 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,499 | $65,118-70.1% | $76,767-74.6% | $55,725-65.0% |
| Participation rate | 85.4% | 79.6%+5.8pp | 77.0%+8.4pp | 70.9%+14.5pp |
| Annual return | -7.94% | -1.27%-6.7pp | 2.43%-10.4pp | 244.93%-252.9pp |
| Employer contribution / active EE | $1,445 | $1,941-25.5% | $2,485-41.8% | $2,078-30.5% |
| Participant deferral / active EE | $2,379 | $3,688-35.5% | $3,852-38.2% | $3,356-29.1% |
| Admin fee / account holder | $165 | $116+42.4% | $6,675-97.5% | $115+43.3% |