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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1 year Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $9,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,655 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $583 |
Annual investment return 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 | $79,877 | $79,523+0.4% | $140,019-43.0% | $56,287+41.9% |
| Participation rate | 92.6% | 85.7%+6.9pp | 87.5%+5.1pp | 69.9%+22.8pp |
| Annual return | -9.75% | 2.39%-12.1pp | 651.15%-660.9pp | -9.96%+0.2pp |
| Employer contribution / active EE | $3,414 | $3,350+1.9% | $5,605-39.1% | $2,111+61.7% |
| Participant deferral / active EE | $10,710 | $5,129+108.8% | $6,927+54.6% | $3,350+219.7% |
| Admin fee / account holder | $48 | $614-92.1% | $10,705-99.5% | $521-90.7% |