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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,157 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $362 |
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 | $124,736 | $75,183+65.9% | $123,894+0.7% | $55,167+126.1% |
| Participation rate | 94.0% | 72.8%+21.2pp | 81.4%+12.6pp | 69.0%+25.0pp |
| Annual return | 8.23% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,484 | $2,823-12.0% | $4,617-46.2% | $1,963+26.6% |
| Participant deferral / active EE | $5,899 | $5,084+16.0% | $5,984-1.4% | $3,054+93.2% |
| Admin fee / account holder | $78 | $663-88.2% | $8,357-99.1% | $504-84.5% |