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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $81,187 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $33,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,089 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,344 | $48,261+74.8% | $68,612+22.9% | $55,725+51.4% |
| Participation rate | 94.0% | 71.0%+22.9pp | 72.2%+21.7pp | 70.9%+23.1pp |
| Annual return | -5.40% | -2.61%-2.8pp | -4.63%-0.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,147 | $1,742+80.6% | $2,625+19.9% | $2,078+51.4% |
| Participant deferral / active EE | $5,863 | $2,712+116.2% | $3,311+77.1% | $3,356+74.7% |
| Admin fee / account holder | $190 | $126+50.6% | $5,131-96.3% | $115+65.0% |