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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,844 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $192 |
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 | $36,222 | $53,925-32.8% | $75,501-52.0% | $69,631-48.0% |
| Participation rate | 48.0% | 71.2%-23.2pp | 72.4%-24.3pp | 70.7%-22.7pp |
| Annual return | 15.38% | 17.84%-2.5pp | 27.35%-12.0pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $207 | $1,802-88.5% | $2,352-91.2% | $2,032-89.8% |
| Participant deferral / active EE | $1,213 | $2,569-52.8% | $3,142-61.4% | $3,224-62.4% |
| Admin fee / account holder | $37 | $97-62.2% | $5,801-99.4% | $110-66.7% |