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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 48322 | Recordkeeping Fees | $9,644 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $161 |
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 | $64,040 | $75,183-14.8% | $123,894-48.3% | $55,167+16.1% |
| Participation rate | 98.6% | 72.8%+25.8pp | 81.4%+17.2pp | 69.0%+29.6pp |
| Annual return | 8.81% | 19.01%-10.2pp | 47.52%-38.7pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,246 | $2,823+15.0% | $4,617-29.7% | $1,963+65.4% |
| Participant deferral / active EE | $3,220 | $5,084-36.7% | $5,984-46.2% | $3,054+5.4% |
| Admin fee / account holder | $38 | $663-94.3% | $8,357-99.5% | $504-92.5% |