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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,983 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,538 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $605 |
Annual investment return 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 | $34,571 | $59,191-41.6% | $76,767-55.0% | $56,289-38.6% |
| Participation rate | 94.2% | 75.2%+18.9pp | 77.0%+17.2pp | 69.9%+24.3pp |
| Annual return | -7.38% | 6.62%-14.0pp | 2.43%-9.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,196 | $1,759+24.9% | $2,485-11.6% | $2,111+4.0% |
| Participant deferral / active EE | $3,892 | $3,255+19.6% | $3,852+1.0% | $3,350+16.2% |
| Admin fee / account holder | $207 | $489-57.6% | $6,675-96.9% | $521-60.2% |