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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,243 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $7,109 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,513 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,742 | $46,072-22.4% | $69,779-48.8% | $55,167-35.2% |
| Participation rate | 58.5% | 67.5%-9.0pp | 71.8%-13.3pp | 69.0%-10.5pp |
| Annual return | 6.82% | 8.68%-1.9pp | 12.99%-6.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,867 | $2,344-20.3% | $2,931-36.3% | $3,054-38.9% |
| Admin fee / account holder | $409 | $428-4.3% | $4,381-90.7% | $504-18.8% |