Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,018 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $10,475 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $537 |
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 | $24,673 | $60,165-59.0% | $74,184-66.7% | $55,167-55.3% |
| Participation rate | 89.6% | 74.2%+15.4pp | 76.6%+12.9pp | 69.0%+20.6pp |
| Annual return | 12.54% | 10.00%+2.5pp | 17.74%-5.2pp | 169.23%-156.7pp |
| Employer contribution / active EE | $1,898 | $1,600+18.7% | $2,370-19.9% | $1,963-3.3% |
| Participant deferral / active EE | $2,955 | $2,973-0.6% | $3,550-16.8% | $3,054-3.3% |
| Admin fee / account holder | $106 | $419-74.8% | $5,586-98.1% | $504-79.0% |