Filed October 21, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,011 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,308 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,692 | $31,388-37.3% | $73,545-73.2% | $62,293-68.4% |
| Participation rate | 41.6% | 39.9%+1.8pp | 54.9%-13.3pp | 69.5%-27.9pp |
| Annual return | 20.40% | 25.34%-4.9pp | -15.16%+35.6pp | 28.90%-8.5pp |
| Employer contribution / active EE | $201 | $498-59.6% | $1,219-83.5% | $2,042-90.1% |
| Participant deferral / active EE | $873 | $1,028-15.1% | $1,806-51.7% | $3,169-72.4% |
| Admin fee / account holder | $74 | $299-75.3% | $2,320-96.8% | $479-84.6% |