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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,504 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO INC Service code 27 125 BROAD ST 13TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $9,450 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,071 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,052 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,810 | $69,305-81.5% | $82,312-84.4% | $69,631-81.6% |
| Participation rate | 77.2% | 80.3%-3.1pp | 76.9%+0.3pp | 70.7%+6.5pp |
| Annual return | 11.49% | 21.47%-10.0pp | 25.88%-14.4pp | 27571.02%-27559.5pp |
| Employer contribution / active EE | $409 | $1,887-78.3% | $2,428-83.2% | $2,032-79.9% |
| Participant deferral / active EE | $1,414 | $3,568-60.4% | $3,706-61.9% | $3,224-56.1% |
| Admin fee / account holder | $89 | $97-8.4% | $5,608-98.4% | $110-19.4% |