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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 61-1932930 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $6,465 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,265 |
Filed as: FINANCIALFOCUS RETIREMENT PLAN SERV Service code 13 · EIN 47-5015396 2705 S ALMA SCHOOL RD STE 2 · CHANDLER, CO 85286 | Contract Administrator | $2,500 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,789 | $65,306+81.9% | $143,412-17.2% | $65,306+81.9% |
| Participation rate | 95.1% | 57.7%+37.4pp | 78.5%+16.7pp | 57.7%+37.4pp |
| Annual return | 19.44% | 21.94%-2.5pp | 256.99%-237.5pp | 21.94%-2.5pp |
| Employer contribution / active EE | $1,043 | $1,967-47.0% | $3,748-72.2% | $1,967-47.0% |
| Participant deferral / active EE | $9,498 | $2,959+221.0% | $6,816+39.4% | $2,959+221.0% |
| Admin fee / account holder | $57 | $3,480-98.4% | $11,396-99.5% | $3,480-98.4% |