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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,966 |
Filed as: PRINCIPAL SECURITIES, INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $10,040 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,991 | $57,976-53.4% | $62,995-57.2% | $62,292-56.7% |
| Participation rate | 72.0% | 75.9%-3.9pp | 74.8%-2.8pp | 69.5%+2.5pp |
| Annual return | 15.15% | 17.54%-2.4pp | 87.57%-72.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $538 | $2,415-77.7% | $2,759-80.5% | $2,042-73.7% |
| Participant deferral / active EE | $2,445 | $2,956-17.3% | $3,329-26.6% | $3,169-22.9% |
| Admin fee / account holder | $132 | $276-52.0% | $3,600-96.3% | $479-72.4% |