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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,870 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,245 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $464 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,393 | $155,795-47.8% | $136,298-40.3% | $69,634+16.9% |
| Participation rate | 97.5% | 75.2%+22.2pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 23.10% | 232464.33%-232441.2pp | 5156.27%-5133.2pp | 27572.26%-27549.2pp |
| Employer contribution / active EE | $7,385 | $2,991+146.9% | $4,696+57.3% | $2,032+263.4% |
| Participant deferral / active EE | $11,493 | $5,394+113.1% | $6,247+84.0% | $3,224+256.5% |
| Admin fee / account holder | $46 | $128-64.0% | $9,244-99.5% | $110-58.2% |