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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 14515 N OUTER 40 STE 210 · CHESTERFIELD, MO 63017 | Other Fees | $42,494 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,114 |
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 | $84,336 | $75,284+12.0% | $91,004-7.3% | $69,631+21.1% |
| Participation rate | 97.0% | 80.4%+16.6pp | 75.6%+21.4pp | 70.7%+26.3pp |
| Annual return | 18.99% | 48.40%-29.4pp | 4.60%+14.4pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,513 | $2,473-38.8% | $2,456-38.4% | $2,032-25.5% |
| Participant deferral / active EE | $5,002 | $3,700+35.2% | $3,548+41.0% | $3,224+55.2% |
| Admin fee / account holder | $130 | $111+17.3% | $5,417-97.6% | $110+17.4% |