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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,470 |
Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $14,175 |
FOOTHILL SECURITIES INC2+ years Service code 55 2303 CAMINO RAMON STE 137 · SAN RAMON, CA 94583 | Other Commissions | $11,384 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $114 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,261 | $42,546+88.6% | $71,796+11.8% | $55,167+45.5% |
| Participation rate | 30.2% | 59.1%-28.9pp | 69.1%-38.9pp | 69.0%-38.8pp |
| Annual return | 6.74% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $602 | $803-25.0% | $1,924-68.7% | $1,963-69.3% |
| Participant deferral / active EE | $1,313 | $2,064-36.4% | $2,794-53.0% | $3,054-57.0% |
| Admin fee / account holder | $586 | $650-9.7% | $4,815-87.8% | $504+16.4% |