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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,420 |
FOOTHILL SECURITIES INC1+ years Service code 55 2303 CAMINO RAMON STE 137 · SAN RAMON, CA 94583 | Other Commissions | $19,951 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,697 | $76,551+83.8% | $123,894+13.6% | $62,881+123.8% |
| Participation rate | 67.4% | 73.0%-5.6pp | 81.4%-14.0pp | 69.3%-1.9pp |
| Annual return | 8.80% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,452 | $2,882+19.8% | $4,617-25.2% | $2,281+51.3% |
| Participant deferral / active EE | $8,446 | $4,840+74.5% | $5,984+41.1% | $3,203+163.7% |
| Admin fee / account holder | $431 | $4,826-91.1% | $8,357-94.8% | $4,296-90.0% |