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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $35,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,399 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $1,400 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,105 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $231,026 | $55,453+316.6% | $170,435+35.6% | $62,293+270.9% |
| Participation rate | 91.6% | 66.4%+25.2pp | 83.6%+8.0pp | 69.5%+22.0pp |
| Annual return | 14.55% | 21.38%-6.8pp | 205.94%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $7,988 | $2,164+269.2% | $5,432+47.0% | $2,042+291.1% |
| Participant deferral / active EE | $5,285 | $2,303+129.5% | $4,939+7.0% | $3,169+66.8% |
| Admin fee / account holder | $386 | $455-15.3% | $13,881-97.2% | $479-19.6% |