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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,179 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,305 |
Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $3,334 |
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 | $36,077 | $63,905-43.5% | $74,184-51.4% | $57,658-37.4% |
| Participation rate | 95.8% | 79.8%+16.1pp | 76.6%+19.2pp | 70.2%+25.6pp |
| Annual return | 9.43% | 60.60%-51.2pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,154 | $1,840+17.0% | $2,370-9.1% | $1,974+9.1% |
| Participant deferral / active EE | $3,244 | $3,448-5.9% | $3,550-8.6% | $3,061+6.0% |
| Admin fee / account holder | $80 | $91-11.7% | $5,586-98.6% | $95-14.9% |