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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 GREAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,035 |
IKON SOLUTIONS , INC.1 year Service code 16 270 MUNOZ RIVERA AVENUE, PH-1 · HATOREY, PR 00918 | Consulting | $2,454 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,116 |
NATIONWIDE2+ years Filed as: NATIONWIDE PLANNING ASSOCIATES, INC Service code 55 115 W CENTURY RD · PARAMUS, NJ 07652 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $5,186 | $76,551-93.2% | $123,894-95.8% | $62,881-91.8% |
| Participation rate | 72.9% | 73.0%-0.1pp | 81.4%-8.5pp | 69.3%+3.6pp |
| Annual return | 24.70% | 18.68%+6.0pp | 47.52%-22.8pp | 20.14%+4.6pp |
| Employer contribution / active EE | $795 | $2,882-72.4% | $4,617-82.8% | $2,281-65.1% |
| Participant deferral / active EE | $2,584 | $4,840-46.6% | $5,984-56.8% | $3,203-19.3% |
| Admin fee / account holder | $21 | $4,826-99.6% | $8,357-99.7% | $4,296-99.5% |