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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,989 |
DENALI WEALTH MANAGEMENT4+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $13,622 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $11,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,274 |
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 | $73,212 | $66,302+10.4% | $110,243-33.6% | $56,289+30.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.25% | -1.18%-4.1pp | 314.76%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,720 | $2,047+32.8% | $3,827-28.9% | $2,111+28.8% |
| Participant deferral / active EE | $4,420 | $3,381+30.7% | $4,672-5.4% | $3,350+32.0% |
| Admin fee / account holder | $231 | $698-66.9% | $8,548-97.3% | $521-55.6% |