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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,543 |
Service code 27 · EIN 34-1660652 108 W WESTERN RESERVE RD. · YOUNGSTOWN, OH 44514 | Advisory (Plan) | $38,891 |
BEARD PENSION SERVICES, INC.2 years Service code 13 · EIN 34-1760227 108 W WESTERN RESERVE RD · YOUNGSTOWN, OH 44514 | Contract Administrator | $5,300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $442 |
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 | $62,843 | $59,191+6.2% | $76,767-18.1% | $56,289+11.6% |
| Participation rate | 95.7% | 75.2%+20.5pp | 77.0%+18.8pp | 69.9%+25.9pp |
| Annual return | -5.05% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,593 | $1,759+47.5% | $2,485+4.4% | $2,111+22.8% |
| Participant deferral / active EE | $4,406 | $3,255+35.4% | $3,852+14.4% | $3,350+31.5% |
| Admin fee / account holder | $214 | $489-56.2% | $6,675-96.8% | $521-58.9% |