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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,044 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $15,400 |
DENALI WEALTH MANAGEMENT2+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $12,584 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,117 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,078 | $63,924+6.5% | $108,582-37.3% | $55,167+23.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 9.16% | 15.31%-6.2pp | -51.70%+60.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,583 | $1,879+37.5% | $3,758-31.3% | $1,963+31.6% |
| Participant deferral / active EE | $4,508 | $3,067+47.0% | $4,311+4.6% | $3,054+47.6% |
| Admin fee / account holder | $213 | $618-65.5% | $7,645-97.2% | $504-57.7% |