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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,078 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,525 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $557 |
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 | $96,352 | $71,192+35.3% | $117,861-18.2% | $62,293+54.7% |
| Participation rate | 89.6% | 74.2%+15.4pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 23.04% | 18.66%+4.4pp | 335.11%-312.1pp | 28.90%-5.9pp |
| Employer contribution / active EE | $7,008 | $1,934+262.4% | $3,786+85.1% | $2,042+243.2% |
| Participant deferral / active EE | $4,191 | $3,189+31.4% | $4,482-6.5% | $3,169+32.2% |
| Admin fee / account holder | $90 | $587-84.8% | $8,021-98.9% | $479-81.3% |