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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,492 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,126 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $299 |
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 | $33,167 | $52,639-37.0% | $185,117-82.1% | $62,293-46.8% |
| Participation rate | 97.8% | 63.9%+34.0pp | 77.3%+20.6pp | 69.5%+28.3pp |
| Annual return | 17.20% | 19.57%-2.4pp | 40.50%-23.3pp | 28.90%-11.7pp |
| Employer contribution / active EE | $3,218 | $1,483+117.0% | $4,182-23.0% | $2,042+57.6% |
| Participant deferral / active EE | $3,197 | $3,097+3.2% | $5,045-36.6% | $3,169+0.9% |
| Admin fee / account holder | $225 | $374-39.7% | $8,159-97.2% | $479-53.0% |