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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 | $4,802 |
UNITED RETIREMENT INC3+ years Filed as: UNITED RETIREMENT INC. Service code 13 | Contract Administrator | $2,305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
UNITED RETIREMENT INC1 year Service code 13 PO BOX 638749 · CINCINNATI, OH 45263 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $16,182 | $44,221-63.4% | $121,220-86.7% | $56,287-71.3% |
| Participation rate | 34.7% | 61.1%-26.3pp | 71.8%-37.0pp | 69.9%-35.1pp |
| Annual return | -7.38% | -3.58%-3.8pp | 16.94%-24.3pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $594 | $2,521-76.4% | $3,345-82.2% | $3,350-82.3% |
| Admin fee / account holder | $36 | $480-92.5% | $5,021-99.3% | $521-93.1% |