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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,876 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $15,311 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,998 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $805 |
Annual investment return 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 | $86,571 | $37,196+132.7% | $154,111-43.8% | $55,725+55.4% |
| Participation rate | 91.8% | 64.1%+27.7pp | 83.0%+8.8pp | 70.9%+20.9pp |
| Annual return | -6.55% | 1319.68%-1326.2pp | 735.18%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $7,150 | $1,614+343.0% | $5,298+35.0% | $2,078+244.1% |
| Participant deferral / active EE | $5,238 | $2,068+153.3% | $5,081+3.1% | $3,356+56.1% |
| Admin fee / account holder | $160 | $102+57.1% | $13,411-98.8% | $115+38.6% |