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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,683 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $14,179 |
Service code 13 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Contract Administrator | $1,275 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $297 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,394 | $55,449-54.2% | $83,831-69.7% | $56,289-54.9% |
| Participation rate | 71.8% | 68.0%+3.8pp | 76.1%-4.4pp | 69.9%+1.9pp |
| Annual return | -6.04% | -1.38%-4.7pp | 850.99%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $214 | $2,430-91.2% | $3,631-94.1% | $2,111-89.9% |
| Participant deferral / active EE | $2,138 | $2,935-27.2% | $4,082-47.6% | $3,350-36.2% |
| Admin fee / account holder | $142 | $656-78.4% | $5,479-97.4% | $521-72.8% |