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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,901 |
FOOTHILL SECURITIES INC2+ years Service code 55 2303 CAMINO RAMON STE 137 · SAN RAMON, CA 94583 | Other Commissions | $43,140 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,847 | $75,183+58.1% | $123,894-4.1% | $55,167+115.4% |
| Participation rate | 97.8% | 72.8%+25.0pp | 81.4%+16.4pp | 69.0%+28.8pp |
| Annual return | 9.46% | 19.01%-9.5pp | 47.52%-38.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $4,865 | $2,823+72.3% | $4,617+5.4% | $1,963+147.9% |
| Participant deferral / active EE | $9,411 | $5,084+85.1% | $5,984+57.3% | $3,054+208.1% |
| Admin fee / account holder | $253 | $663-61.9% | $8,357-97.0% | $504-49.9% |