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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,593 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,487 |
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 | $32,296 | $72,388-55.4% | $111,392-71.0% | $64,173-49.7% |
| Participation rate | 97.8% | 70.5%+27.3pp | 78.9%+18.9pp | 69.6%+28.2pp |
| Annual return | -6.41% | -1.50%-4.9pp | -2.06%-4.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,761 | $3,000-8.0% | $4,328-36.2% | $2,381+16.0% |
| Participant deferral / active EE | $7,222 | $4,241+70.3% | $5,567+29.7% | $3,470+108.2% |
| Admin fee / account holder | $268 | $5,719-95.3% | $12,266-97.8% | $4,887-94.5% |