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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,373 |
IMA WEALTH INC1 year Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $12,753 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,692 | $45,324-1.4% | $122,354-63.5% | $69,631-35.8% |
| Participation rate | 23.5% | 59.9%-36.4pp | 71.6%-48.1pp | 70.7%-47.2pp |
| Annual return | 21.60% | 25.35%-3.7pp | 30.28%-8.7pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $639 | $1,230-48.0% | $4,051-84.2% | $2,032-68.6% |
| Participant deferral / active EE | $495 | $2,367-79.1% | $3,287-84.9% | $3,224-84.7% |
| Admin fee / account holder | $394 | $87+352.7% | $5,479-92.8% | $110+256.7% |