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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8525 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,697 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,977 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $822 |
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 | $21,638 | $64,909-66.7% | $82,312-73.7% | $62,293-65.3% |
| Participation rate | 77.2% | 74.9%+2.3pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 13.75% | 21.18%-7.4pp | 25.88%-12.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $586 | $1,676-65.0% | $2,428-75.9% | $2,042-71.3% |
| Participant deferral / active EE | $1,883 | $3,103-39.3% | $3,706-49.2% | $3,169-40.6% |
| Admin fee / account holder | $210 | $440-52.2% | $5,608-96.2% | $479-56.1% |