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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 | $39,452 |
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 28 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Investment Management | $33,616 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,931 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $803 |
Participant contribution per participant 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 | $27,214 | $37,196-26.8% | $154,108-82.3% | $55,725-51.2% |
| Participation rate | 84.9% | 64.1%+20.8pp | 83.0%+1.8pp | 70.9%+14.0pp |
| Annual return | -4.88% | 1319.68%-1324.6pp | 735.21%-740.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,713 | $1,614+68.1% | $5,298-48.8% | $2,078+30.6% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $104 | $102+2.4% | $13,411-99.2% | $115-9.6% |