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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 | $9,119 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,998 |
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 | $74,603 | $74,024+0.8% | $78,002-4.4% | $57,658+29.4% |
| Participation rate | 95.2% | 79.7%+15.4pp | 75.5%+19.6pp | 70.2%+24.9pp |
| Annual return | 10.01% | 12.14%-2.1pp | 425.99%-416.0pp | 5.13%+4.9pp |
| Employer contribution / active EE | $1,468 | $2,365-38.0% | $2,470-40.6% | $1,974-25.6% |
| Participant deferral / active EE | $5,069 | $3,533+43.5% | $3,497+44.9% | $3,061+65.6% |
| Admin fee / account holder | $37 | $93-59.9% | $5,481-99.3% | $95-60.5% |