Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6737 W WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $8,684 |
Filed as: GLOBAL RETIREMENT PATNERS Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,634 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $1,570 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,325 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,113 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,116 | $43,999-86.1% | $79,467-92.3% | $55,725-89.0% |
| Participation rate | 97.7% | 66.9%+30.8pp | 73.3%+24.4pp | 70.9%+26.9pp |
| Annual return | -6.11% | 1.81%-7.9pp | 718.30%-724.4pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,084 | $1,830-40.7% | $2,800-61.3% | $2,078-47.8% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $10 | $118-91.9% | $5,104-99.8% | $115-91.7% |