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| Provider | Service type | Compensation |
|---|---|---|
WINSLOW EVANS & CROCKER INC2 years Service code 55 175 FEDERAL ST · BOSTON, MA 02110 | Other Commissions | $28,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,389 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,138 |
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 | $121,075 | $73,102+65.6% | $123,552-2.0% | $56,287+115.1% |
| Participation rate | 85.1% | 74.3%+10.8pp | 82.3%+2.9pp | 69.9%+15.3pp |
| Annual return | -4.81% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,030 | $2,977-31.8% | $4,628-56.1% | $2,111-3.9% |
| Participant deferral / active EE | $7,821 | $5,423+44.2% | $6,426+21.7% | $3,350+133.5% |
| Admin fee / account holder | $28 | $554-94.9% | $9,285-99.7% | $521-94.6% |