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| Provider | Service type | Compensation |
|---|---|---|
BAIRD INSURANCE SERVICES INC3+ years Filed as: J J B HILLIARD, W L LYONS LLC Service code 55 500 WEST JEFFERSON ST · LOUISVILLE, ME 40202 | Other Commissions | $19,108 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,340 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $703 |
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 | $99,459 | $85,766+16.0% | $136,298-27.0% | $70,126+41.8% |
| Participation rate | 72.3% | 74.2%-1.8pp | 81.9%-9.6pp | 69.5%+2.8pp |
| Annual return | 14.53% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $3,111 | $2,966+4.9% | $4,696-33.7% | $2,343+32.8% |
| Participant deferral / active EE | $9,893 | $5,051+95.9% | $6,247+58.4% | $3,332+196.9% |
| Admin fee / account holder | $194 | $5,421-96.4% | $9,244-97.9% | $4,645-95.8% |