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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,229 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $15,548 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $10,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,698 | $61,125-72.7% | $108,582-84.6% | $63,975-73.9% |
| Participation rate | 33.4% | 80.5%-47.1pp | 79.6%-46.2pp | 71.1%-37.7pp |
| Annual return | 9.07% | 14.06%-5.0pp | -51.70%+60.8pp | 48.65%-39.6pp |
| Employer contribution / active EE | $841 | $2,237-62.4% | $3,758-77.6% | $2,182-61.5% |
| Participant deferral / active EE | $1,201 | $3,574-66.4% | $4,311-72.1% | $3,356-64.2% |
| Admin fee / account holder | $61 | $72-15.0% | $7,645-99.2% | $70-13.2% |