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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,999 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $21,218 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $90 |
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.
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 | $23,549 | $67,228-65.0% | $117,861-80.0% | $77,958-69.8% |
| Participation rate | 29.4% | 79.4%-50.0pp | 79.7%-50.3pp | 71.6%-42.3pp |
| Annual return | 18.69% | 19.13%-0.4pp | 335.11%-316.4pp | 20.87%-2.2pp |
| Employer contribution / active EE | $858 | $2,211-61.2% | $3,786-77.3% | $2,310-62.9% |
| Participant deferral / active EE | $1,219 | $3,653-66.6% | $4,482-72.8% | $3,537-65.5% |
| Admin fee / account holder | $132 | $76+74.5% | $8,021-98.4% | $97+35.8% |