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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,312 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,494 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $709 |
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.
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 | $11,271 | $55,449-79.7% | $83,830-86.6% | $56,287-80.0% |
| Participation rate | 54.3% | 68.0%-13.7pp | 76.1%-21.9pp | 69.9%-15.6pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.97%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,672 | $2,430-31.2% | $3,631-53.9% | $2,111-20.8% |
| Participant deferral / active EE | $3,669 | $2,935+25.0% | $4,082-10.1% | $3,350+9.5% |
| Admin fee / account holder | $89 | $656-86.4% | $5,479-98.4% | $521-82.8% |