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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $906 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,090 | $56,544-9.6% | $75,501-32.3% | $70,126-27.1% |
| Participation rate | 32.6% | 68.1%-35.5pp | 72.4%-39.7pp | 69.5%-36.9pp |
| Annual return | 21.35% | 23.59%-2.2pp | 27.35%-6.0pp | 73.15%-51.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,531 | $2,580-40.7% | $3,142-51.3% | $3,332-54.1% |
| Admin fee / account holder | $20 | $3,827-99.5% | $5,801-99.7% | $4,645-99.6% |