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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 | $10,778 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $58,271 | $60,165-3.1% | $74,184-21.5% | $55,167+5.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 76.6%-5.3pp | 69.0%+2.4pp |
| Annual return | 8.15% | 10.00%-1.8pp | 17.74%-9.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $925 | $1,600-42.2% | $2,370-61.0% | $1,963-52.9% |
| Participant deferral / active EE | $2,081 | $2,973-30.0% | $3,550-41.4% | $3,054-31.9% |
| Admin fee / account holder | $57 | $419-86.3% | $5,586-99.0% | $504-88.6% |