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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $6,547 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,397 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $573 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,791 | $36,916-16.6% | $156,551-80.3% | $57,658-46.6% |
| Participation rate | 19.4% | 63.4%-44.0pp | 84.0%-64.6pp | 70.2%-50.8pp |
| Annual return | 9.20% | 12.38%-3.2pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $116 | $1,571-92.6% | $5,501-97.9% | $1,974-94.1% |
| Participant deferral / active EE | $618 | $1,926-67.9% | $4,871-87.3% | $3,061-79.8% |
| Admin fee / account holder | $83 | $82+0.6% | $13,028-99.4% | $95-12.2% |