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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,229 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $98 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,110 | $31,370-80.5% | $74,577-91.8% | $63,975-90.5% |
| Participation rate | 78.0% | 42.6%+35.5pp | 68.1%+9.9pp | 71.1%+6.9pp |
| Annual return | 11.01% | -105.16%+116.2pp | 20.47%-9.5pp | 48.65%-37.6pp |
| Employer contribution / active EE | $933 | $822+13.5% | $2,525-63.1% | $2,182-57.2% |
| Participant deferral / active EE | $1,237 | $1,560-20.7% | $3,458-64.2% | $3,356-63.2% |
| Admin fee / account holder | $10 | $77-86.3% | $4,138-99.7% | $70-85.1% |