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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,787 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,659 |
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 | $88,261 | $75,388+17.1% | $123,553-28.6% | $55,725+58.4% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.3%-9.8pp | 70.9%+1.6pp |
| Annual return | -3.06% | 4.48%-7.5pp | 119.21%-122.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,111 | $3,063+1.6% | $4,628-32.8% | $2,078+49.7% |
| Participant deferral / active EE | $4,797 | $5,651-15.1% | $6,426-25.3% | $3,356+43.0% |
| Admin fee / account holder | $90 | $120-24.6% | $9,284-99.0% | $115-21.6% |