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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,882 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $13,874 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,663 |
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 | $35,832 | $58,093-38.3% | $80,022-55.2% | $56,287-36.3% |
| Participation rate | 85.0% | 73.6%+11.4pp | 75.8%+9.2pp | 69.9%+15.2pp |
| Annual return | -1.32% | 34.63%-36.0pp | 11.22%-12.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $3,230 | $1,933+67.1% | $2,468+30.9% | $2,111+53.0% |
| Participant deferral / active EE | $7,361 | $3,136+134.7% | $3,686+99.7% | $3,350+119.7% |
| Admin fee / account holder | $235 | $623-62.2% | $6,521-96.4% | $521-54.8% |