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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 | $8,959 |
LIBERTY GROUP LLC4+ years Service code 55 411 30TH ST STE 314 · OAKLAND, CA 94609 | Other Commissions | $7,497 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $7,406 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,418 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $389 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,377 | $61,214+18.2% | $83,327-13.1% | $56,289+28.6% |
| Participation rate | 97.8% | 72.6%+25.2pp | 77.8%+20.1pp | 69.9%+28.0pp |
| Annual return | -4.35% | 0.42%-4.8pp | 10.64%-15.0pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,728 | $1,925+145.5% | $3,379+39.9% | $2,111+123.9% |
| Participant deferral / active EE | $13,421 | $5,091+163.6% | $5,565+141.2% | $3,350+300.7% |
| Admin fee / account holder | $59 | $512-88.4% | $7,540-99.2% | $521-88.6% |