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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $738 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $226 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,433 | $50,898-71.6% | $171,082-91.6% | $55,167-73.8% |
| Participation rate | 80.2% | 63.3%+16.9pp | 76.7%+3.5pp | 69.0%+11.2pp |
| Annual return | 6.45% | 15.34%-8.9pp | 32.56%-26.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,923 | $2,994-35.8% | $4,797-59.9% | $3,054-37.0% |
| Admin fee / account holder | $6 | $500-98.8% | $8,520-99.9% | $504-98.8% |