Filed January 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,833 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $33,114 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $631 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,044 | $62,928-60.2% | $172,739-85.5% | $67,579-62.9% |
| Participation rate | 98.4% | 64.5%+33.9pp | 82.6%+15.7pp | 71.3%+27.1pp |
| Annual return | 5.85% | 30.36%-24.5pp | 802.84%-797.0pp | 378.56%-372.7pp |
| Employer contribution / active EE | $2,150 | $1,636+31.4% | $5,143-58.2% | $2,148+0.1% |
| Participant deferral / active EE | $2,859 | $2,145+33.3% | $5,198-45.0% | $3,539-19.2% |
| Admin fee / account holder | $175 | $167+4.8% | $13,954-98.7% | $142+22.8% |