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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,798 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,423 | $67,411-53.4% | $91,004-65.5% | $70,126-55.2% |
| Participation rate | 56.4% | 71.4%-15.0pp | 75.6%-19.2pp | 69.5%-13.2pp |
| Annual return | 15.64% | -40.16%+55.8pp | 4.60%+11.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $273 | $1,786-84.7% | $2,456-88.9% | $2,343-88.3% |
| Participant deferral / active EE | $1,593 | $2,823-43.6% | $3,548-55.1% | $3,332-52.2% |
| Admin fee / account holder | $24 | $4,236-99.4% | $5,417-99.6% | $4,645-99.5% |