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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,073 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $156 |
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 | $87,314 | $89,739-2.7% | $149,721-41.7% | $62,293+40.2% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.6pp | 69.5%+21.2pp |
| Annual return | 18.08% | 21.01%-2.9pp | 1501.67%-1483.6pp | 28.90%-10.8pp |
| Employer contribution / active EE | $3,199 | $3,233-1.0% | $5,444-41.2% | $2,042+56.6% |
| Participant deferral / active EE | $10,276 | $4,797+114.2% | $6,568+56.5% | $3,169+224.3% |
| Admin fee / account holder | $16 | $551-97.2% | $11,282-99.9% | $479-96.7% |