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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 | $9,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,162 | $44,473-56.9% | $76,523-75.0% | $55,725-65.6% |
| Participation rate | 40.4% | 51.0%-10.6pp | 68.0%-27.6pp | 70.9%-30.4pp |
| Annual return | -2.71% | -2.01%-0.7pp | -0.27%-2.4pp | 244.93%-247.6pp |
| Employer contribution / active EE | $746 | $1,101-32.2% | $2,647-71.8% | $2,078-64.1% |
| Participant deferral / active EE | $1,240 | $1,988-37.6% | $3,835-67.7% | $3,356-63.1% |
| Admin fee / account holder | $41 | $134-69.5% | $4,848-99.2% | $115-64.5% |