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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, WI 80111 | Recordkeeping Fees | $7,396 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20 |
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 | $95,534 | $76,551+24.8% | $123,894-22.9% | $62,881+51.9% |
| Participation rate | 90.2% | 73.0%+17.2pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 8.42% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,769 | $2,882+30.7% | $4,617-18.4% | $2,281+65.2% |
| Participant deferral / active EE | $5,596 | $4,840+15.6% | $5,984-6.5% | $3,203+74.7% |
| Admin fee / account holder | $55 | $4,826-98.9% | $8,357-99.3% | $4,296-98.7% |