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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 | $53,193 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,515 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $236 |
TD AMERITRADE, INC.3 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 | $80,557 | $75,388+6.9% | $123,553-34.8% | $55,727+44.6% |
| Participation rate | 96.1% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.3pp |
| Annual return | -5.80% | 4.48%-10.3pp | 119.21%-125.0pp | 244.94%-250.7pp |
| Employer contribution / active EE | $7,332 | $3,063+139.4% | $4,628+58.4% | $2,078+252.8% |
| Participant deferral / active EE | $11,758 | $5,651+108.1% | $6,426+83.0% | $3,356+250.4% |
| Admin fee / account holder | $51 | $120-57.4% | $9,284-99.5% | $115-55.7% |