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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,864 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42 |
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.
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 | $32,108 | $50,106-35.9% | $69,779-54.0% | $57,658-44.3% |
| Participation rate | 60.9% | 70.9%-10.0pp | 71.8%-11.0pp | 70.2%-9.4pp |
| Annual return | 7.21% | 14.58%-7.4pp | 12.99%-5.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $235 | $1,739-86.5% | $2,338-90.0% | $1,974-88.1% |
| Participant deferral / active EE | $1,378 | $2,486-44.6% | $2,931-53.0% | $3,061-55.0% |
| Admin fee / account holder | $26 | $89-71.2% | $4,381-99.4% | $95-72.8% |