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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,401 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,850 | $61,214+53.3% | $83,322+12.6% | $56,287+66.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -7.36% | 0.42%-7.8pp | 10.64%-18.0pp | -9.96%+2.6pp |
| Employer contribution / active EE | $5,993 | $1,925+211.3% | $3,379+77.4% | $2,111+183.9% |
| Participant deferral / active EE | $6,765 | $5,091+32.9% | $5,565+21.6% | $3,350+102.0% |
| Admin fee / account holder | $144 | $512-71.8% | $7,540-98.1% | $521-72.3% |