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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,927 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $56 |
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 | $20,261 | $57,976-65.1% | $63,018-67.8% | $62,293-67.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 74.8%+17.8pp | 69.5%+23.1pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.62%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $3,854 | $2,415+59.6% | $2,761+39.6% | $2,042+88.7% |
| Participant deferral / active EE | $11,485 | $2,956+288.5% | $3,330+244.9% | $3,169+262.4% |
| Admin fee / account holder | $21 | $276-92.4% | $3,601-99.4% | $479-95.6% |