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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,293 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,513 |
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 | $8,512 | $44,873-81.0% | $79,467-89.3% | $56,289-84.9% |
| Participation rate | 64.2% | 68.7%-4.6pp | 73.3%-9.2pp | 69.9%-5.7pp |
| Annual return | -3.37% | 0.81%-4.2pp | 718.30%-721.7pp | -9.96%+6.6pp |
| Employer contribution / active EE | $461 | $2,140-78.4% | $2,800-83.5% | $2,111-78.1% |
| Participant deferral / active EE | $793 | $2,746-71.1% | $3,704-78.6% | $3,350-76.3% |
| Admin fee / account holder | $120 | $418-71.3% | $5,104-97.6% | $521-77.0% |