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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,458 |
Service code 10 · EIN 66-0623142 107 CALLE ISABEL ANDREU DE AGUILAR · SAN JUAN, PR 00918 | Accounting | $6,500 |
IKON SOLUTIONS , INC.2 years Service code 16 · EIN 66-0557431 270 MUNOZ RIVERA AVE. PH-1 · SAN JUAN, PR 00917 | Consulting | $3,289 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,939 |
NATIONWIDE1 year Filed as: NATIONWIDE PLANNING ASSOCIATES INC. Service code 55 · EIN 22-3196827 115 W CENTURY RD STE 360 · 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 | $6,366 | $85,766-92.6% | $136,298-95.3% | $70,126-90.9% |
| Participation rate | 74.5% | 74.2%+0.3pp | 81.9%-7.5pp | 69.5%+4.9pp |
| Annual return | 16.05% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $972 | $2,966-67.2% | $4,696-79.3% | $2,343-58.5% |
| Participant deferral / active EE | $3,138 | $5,051-37.9% | $6,247-49.8% | $3,332-5.8% |
| Admin fee / account holder | $43 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |