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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,685 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 641121906 | Advisory (Plan) | $46,669 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,787 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $944 |
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 | $52,711 | $63,905-17.5% | $74,184-28.9% | $57,658-8.6% |
| Participation rate | 94.9% | 79.8%+15.1pp | 76.6%+18.2pp | 70.2%+24.6pp |
| Annual return | 8.07% | 60.60%-52.5pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,743 | $1,840-5.3% | $2,370-26.5% | $1,974-11.7% |
| Participant deferral / active EE | $6,423 | $3,448+86.3% | $3,550+80.9% | $3,061+109.9% |
| Admin fee / account holder | $279 | $91+206.9% | $5,586-95.0% | $95+195.6% |