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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SVS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,454 |
SWERDLIN & COMPANY4+ years Filed as: SWERDLIN NORTHEAST, LLC Service code 13 13 WATER STREET · HOLLISTON, MA 01746 | Contract Administrator | $1,106 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,475 | $37,196-34.2% | $154,114-84.1% | $55,725-56.1% |
| Participation rate | 11.5% | 64.1%-52.5pp | 83.0%-71.5pp | 70.9%-59.3pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.16%-740.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $337 | $2,068-83.7% | $5,081-93.4% | $3,356-90.0% |
| Admin fee / account holder | $53 | $102-47.8% | $13,411-99.6% | $115-54.0% |