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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,548 |
Filed as: FINANCIALFOCUS RETIREMENT PLAN SERV Service code 13 · EIN 47-5015396 2705 S ALMA SCHOOL RD STE 2 · CHANDLER, CO 85286 | Contract Administrator | $1,200 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $238 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $57,384-100.0% | $106,387-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 71.3%-71.3pp | 77.5%-77.5pp | 69.9%-69.9pp |
| Annual return | -3.38% | 5.91%-9.3pp | 0.25%-3.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $758 | $2,348-67.7% | $3,520-78.5% | $2,111-64.1% |
| Participant deferral / active EE | $4,876 | $3,799+28.4% | $5,421-10.1% | $3,350+45.6% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |