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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 | $9,981 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,879 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $174 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,202 | $33,067-38.9% | $76,518-73.6% | $56,289-64.1% |
| Participation rate | 84.1% | 55.4%+28.7pp | 68.0%+16.1pp | 69.9%+14.2pp |
| Annual return | -4.67% | 2.72%-7.4pp | -0.27%-4.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $440 | $1,200-63.4% | $2,647-83.4% | $2,111-79.2% |
| Participant deferral / active EE | $1,359 | $2,240-39.3% | $3,836-64.6% | $3,350-59.4% |
| Admin fee / account holder | $92 | $537-82.8% | $4,849-98.1% | $521-82.3% |