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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,480 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $707 |
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 | $143,919 | $85,766+67.8% | $136,298+5.6% | $70,126+105.2% |
| Participation rate | 93.5% | 74.2%+19.3pp | 81.9%+11.6pp | 69.5%+23.9pp |
| Annual return | 16.44% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,273 | $2,966-23.4% | $4,696-51.6% | $2,343-3.0% |
| Participant deferral / active EE | $6,627 | $5,051+31.2% | $6,247+6.1% | $3,332+98.9% |
| Admin fee / account holder | $104 | $5,421-98.1% | $9,244-98.9% | $4,645-97.8% |