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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,531 |
DENALI WEALTH MANAGEMENT3+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $12,691 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $12,025 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,313 |
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 | $76,146 | $71,192+7.0% | $117,861-35.4% | $62,293+22.2% |
| Participation rate | 98.5% | 74.2%+24.3pp | 79.7%+18.8pp | 69.5%+29.0pp |
| Annual return | 15.25% | 18.66%-3.4pp | 335.11%-319.9pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,514 | $1,934+30.0% | $3,786-33.6% | $2,042+23.1% |
| Participant deferral / active EE | $3,882 | $3,189+21.8% | $4,482-13.4% | $3,169+22.5% |
| Admin fee / account holder | $183 | $587-68.9% | $8,021-97.7% | $479-61.9% |