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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,299 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,250 |
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 | $46,074 | $79,557-42.1% | $118,746-61.2% | $70,126-34.3% |
| Participation rate | 98.0% | 71.4%+26.6pp | 78.3%+19.7pp | 69.5%+28.4pp |
| Annual return | 14.97% | 25.64%-10.7pp | 24.54%-9.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,942 | $2,861+72.7% | $4,193+17.9% | $2,343+111.0% |
| Participant deferral / active EE | $12,260 | $4,089+199.8% | $5,332+129.9% | $3,332+268.0% |
| Admin fee / account holder | $256 | $5,374-95.2% | $10,720-97.6% | $4,645-94.5% |