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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 175 FEDERAL ST · BOSTON, MA 02110 | Other Commissions | $24,980 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,262 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $693 |
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 | $130,864 | $85,766+52.6% | $136,298-4.0% | $70,126+86.6% |
| Participation rate | 84.5% | 74.2%+10.4pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 18.39% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,120 | $2,966-28.5% | $4,696-54.8% | $2,343-9.5% |
| Participant deferral / active EE | $6,608 | $5,051+30.8% | $6,247+5.8% | $3,332+98.3% |
| Admin fee / account holder | $18 | $5,421-99.7% | $9,244-99.8% | $4,645-99.6% |