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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,995 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Service code 13 4114 LEGATO ROAD · FAIRFAX, VA 22033 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,658 | $80,753-80.6% | $136,298-88.5% | $62,293-74.9% |
| Participation rate | 91.0% | 73.5%+17.5pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 20.26% | 35.83%-15.6pp | 5156.27%-5136.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $1,520 | $2,884-47.3% | $4,696-67.6% | $2,042-25.6% |
| Participant deferral / active EE | $5,833 | $5,164+13.0% | $6,247-6.6% | $3,169+84.1% |
| Admin fee / account holder | $16 | $525-96.9% | $9,244-99.8% | $479-96.7% |