Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,521 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $25,957 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $227 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,883 | $89,739-34.4% | $149,718-60.7% | $62,292-5.5% |
| Participation rate | 89.0% | 85.1%+3.9pp | 87.1%+1.9pp | 69.5%+19.5pp |
| Annual return | 32.85% | 21.01%+11.8pp | 1501.63%-1468.8pp | 28.90%+4.0pp |
| Employer contribution / active EE | $1,846 | $3,233-42.9% | $5,445-66.1% | $2,042-9.6% |
| Participant deferral / active EE | $4,413 | $4,797-8.0% | $6,569-32.8% | $3,169+39.3% |
| Admin fee / account holder | $262 | $551-52.5% | $11,283-97.7% | $479-45.4% |