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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 | $78,314 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,548 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS,INC. Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $45,141 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK SCHAEFER HACKETT Service code 13 · EIN 31-0800053 | Contract Administrator | $34,864 |
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 | $56,787 | $60,545-6.2% | $92,240-38.4% | $69,631-18.4% |
| Participation rate | 73.5% | 72.2%+1.3pp | 76.5%-3.0pp | 70.7%+2.8pp |
| Annual return | 15.67% | 19.71%-4.0pp | 176.29%-160.6pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $5,223 | $2,633+98.4% | $3,680+42.0% | $2,032+157.0% |
| Participant deferral / active EE | $2,519 | $2,828-10.9% | $3,897-35.4% | $3,224-21.9% |
| Admin fee / account holder | $211 | $145+46.1% | $5,194-95.9% | $110+91.5% |