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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,522 |
IMA WEALTH INC2 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $15,691 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87 |
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 | $37,788 | $39,898-5.3% | $121,220-68.8% | $55,725-32.2% |
| Participation rate | 24.6% | 61.2%-36.6pp | 71.8%-47.2pp | 70.9%-46.2pp |
| Annual return | -5.99% | -0.96%-5.0pp | 16.94%-22.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $675 | $1,295-47.9% | $4,023-83.2% | $2,078-67.5% |
| Participant deferral / active EE | $550 | $2,439-77.4% | $3,345-83.6% | $3,356-83.6% |
| Admin fee / account holder | $501 | $95+427.3% | $5,021-90.0% | $115+335.4% |