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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $306 |
Service code 27 6011 WEST COURTYARD DR STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $62 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,080 | $55,453-58.4% | $170,442-86.5% | $62,292-62.9% |
| Participation rate | 8.5% | 66.4%-57.9pp | 83.6%-75.1pp | 69.5%-61.1pp |
| Annual return | 13.32% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $215 | $2,303-90.6% | $4,939-95.6% | $3,169-93.2% |
| Admin fee / account holder | $39 | $455-91.4% | $13,880-99.7% | $479-91.8% |