Filed October 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,346 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,873 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,297 | $25,723-28.9% | $69,182-73.6% | $55,167-66.8% |
| Participation rate | 39.3% | 39.4%-0.1pp | 55.1%-15.8pp | 69.0%-29.7pp |
| Annual return | 8.82% | 9.56%-0.7pp | -21.93%+30.8pp | 169.23%-160.4pp |
| Employer contribution / active EE | $159 | $480-66.8% | $1,206-86.8% | $1,963-91.9% |
| Participant deferral / active EE | $869 | $963-9.8% | $1,897-54.2% | $3,054-71.5% |
| Admin fee / account holder | $63 | $365-82.8% | $2,697-97.7% | $504-87.5% |