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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,127 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: J J B HILLIARD, W L LYONS LLC Service code 55 500 WEST JEFFERSON ST · LOUISVILLE, KY 40202 | Other Commissions | $16,006 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,025 |
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 | $87,472 | $76,551+14.3% | $123,894-29.4% | $62,881+39.1% |
| Participation rate | 76.4% | 73.0%+3.4pp | 81.4%-5.0pp | 69.3%+7.1pp |
| Annual return | 4.27% | 18.68%-14.4pp | 47.52%-43.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $3,650 | $2,882+26.6% | $4,617-20.9% | $2,281+60.0% |
| Participant deferral / active EE | $13,117 | $4,840+171.0% | $5,984+119.2% | $3,203+309.5% |
| Admin fee / account holder | $170 | $4,826-96.5% | $8,357-98.0% | $4,296-96.0% |