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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,944 |
Service code 10 333 CIVIC DRIVE · PLEASANT HILL, CA 94523 | Accounting | $15,360 |
SECURITIES AMERICA INC1 year Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Other Commissions | $12,761 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $247 |
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 | $89,320 | $51,466+73.6% | $78,778+13.4% | $62,293+43.4% |
| Participation rate | 34.4% | 59.8%-25.4pp | 69.2%-34.8pp | 69.5%-35.1pp |
| Annual return | 16.75% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $638 | $827-22.9% | $1,986-67.9% | $2,042-68.8% |
| Participant deferral / active EE | $1,284 | $2,147-40.2% | $2,958-56.6% | $3,169-59.5% |
| Admin fee / account holder | $605 | $489+23.7% | $5,134-88.2% | $479+26.2% |