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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,280 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,511 |
GERALD WESBECKER1+ years Filed as: GERALD ROCHON LLC Service code 16 2415 E MORROW DRIVE · PHOENIX, AZ 85050 | Consulting | $1,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,561 | $46,732-62.4% | $156,552-88.8% | $55,167-68.2% |
| Participation rate | 35.6% | 65.8%-30.2pp | 84.0%-48.4pp | 69.0%-33.4pp |
| Annual return | 1.71% | 17.72%-16.0pp | 32.23%-30.5pp | 169.23%-167.5pp |
| Employer contribution / active EE | $661 | $2,105-68.6% | $5,501-88.0% | $1,963-66.3% |
| Participant deferral / active EE | $1,261 | $2,204-42.8% | $4,871-74.1% | $3,054-58.7% |
| Admin fee / account holder | $116 | $418-72.2% | $13,028-99.1% | $504-77.0% |