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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,277 | $23,385-94.5% | $69,182-98.2% | $57,658-97.8% |
| Participation rate | 52.1% | 37.9%+14.2pp | 55.1%-3.0pp | 70.2%-18.2pp |
| Annual return | 226.21% | -659.34%+885.5pp | -21.93%+248.1pp | 5.13%+221.1pp |
| Employer contribution / active EE | $90 | $422-78.6% | $1,206-92.5% | $1,974-95.4% |
| Participant deferral / active EE | $457 | $843-45.8% | $1,897-75.9% | $3,061-85.1% |
| Admin fee / account holder | $1 | $82-99.1% | $2,697-100.0% | $95-99.2% |