Filed April 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $134,252 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $63,439 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $26,835 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,099 |
TD AMERITRADE, INC.2 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $728 |
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 | $34,290 | $44,989-23.8% | $170,435-79.9% | $77,958-56.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 20.79% | 19.61%+1.2pp | 205.94%-185.2pp | 20.87%-0.1pp |
| Employer contribution / active EE | $4,078 | $1,466+178.2% | $5,432-24.9% | $2,310+76.5% |
| Participant deferral / active EE | $3,194 | $2,208+44.7% | $4,939-35.3% | $3,537-9.7% |
| Admin fee / account holder | $112 | $69+63.0% | $13,881-99.2% | $97+15.4% |