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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 | $77,455+53.4% | $151,266-21.5% | $64,340+84.6% |
| Participation rate | 95.1% | 54.0%+41.1pp | 77.0%+18.1pp | 55.2%+39.9pp |
| Annual return | 19.44% | 16.64%+2.8pp | 180.60%-161.2pp | 24.14%-4.7pp |
| Employer contribution / active EE | $1,043 | $1,920-45.7% | $4,237-75.4% | $1,862-44.0% |
| Participant deferral / active EE | $9,498 | $3,496+171.7% | $7,337+29.5% | $2,980+218.7% |
| Admin fee / account holder | $57 | $2,534-97.7% | $13,159-99.6% | $3,703-98.5% |