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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, WI 80111 | Recordkeeping Fees | $22,530 |
Filed as: EMPOWER RETIREMENT ADVISORY SVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $175 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,527 | $77,817+34.3% | $123,553-15.4% | $64,173+62.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.88% | 12.49%-17.4pp | 119.21%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,753 | $3,014+57.7% | $4,628+2.7% | $2,381+99.6% |
| Participant deferral / active EE | $6,488 | $5,240+23.8% | $6,426+1.0% | $3,470+87.0% |
| Admin fee / account holder | $150 | $5,519-97.3% | $9,284-98.4% | $4,887-96.9% |