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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOG VILLAGE, CO 80111 | Recordkeeping Fees | $4,677 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE C Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $403 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,660 | $47,977-48.6% | $154,108-84.0% | $56,289-56.2% |
| Participation rate | 95.5% | 66.2%+29.4pp | 83.0%+12.5pp | 69.9%+25.7pp |
| Annual return | 87.03% | 3.54%+83.5pp | 735.21%-648.2pp | -9.96%+97.0pp |
| Employer contribution / active EE | $170 | $2,169-92.1% | $5,298-96.8% | $2,111-91.9% |
| Participant deferral / active EE | $2,622 | $2,392+9.6% | $5,081-48.4% | $3,350-21.7% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.3% |