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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, WI 80111 | Recordkeeping Fees | $9,624 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
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 | $112,233 | $85,766+30.9% | $136,298-17.7% | $70,126+60.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 18.51% | 31.46%-12.9pp | 5156.27%-5137.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $4,371 | $2,966+47.4% | $4,696-6.9% | $2,343+86.6% |
| Participant deferral / active EE | $5,937 | $5,051+17.5% | $6,247-5.0% | $3,332+78.2% |
| Admin fee / account holder | $68 | $5,421-98.8% | $9,244-99.3% | $4,645-98.5% |