Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $245,898 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72,024 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,202 | $73,367-49.3% | $121,220-69.3% | $73,367-49.3% |
| Participation rate | 24.7% | 69.5%-44.7pp | 71.8%-47.0pp | 69.5%-44.7pp |
| Annual return | -3.42% | 173.45%-176.9pp | 16.94%-20.4pp | 173.45%-176.9pp |
| Employer contribution / active EE | $246 | $2,499-90.2% | $4,023-93.9% | $2,499-90.2% |
| Participant deferral / active EE | $845 | $4,033-79.1% | $3,345-74.7% | $4,033-79.1% |
| Admin fee / account holder | $38 | $68-43.8% | $5,021-99.2% | $68-43.8% |