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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $76,133 |
RBC WEALTH MANAGEMENT4+ years Service code 99 · EIN 41-1416330 60 S 6TH COMMISSIONS ACCTG P-14 · MINNEAPOLIS, MN 55402 | Other Fees | $64,793 |
ACG ASSOCIATES, INC.4+ years Service code 13 · EIN 06-1093852 234 MAIN STREET · NEW HARTFORD, CT 06057 | Contract Administrator | $12,900 |
ENVIRONMENTAL CONTROL INC.2 years Service code 10 · EIN 06-0855856 1265 WOODEND RD · STRATFORD, CT 06615 | Accounting | $12,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,031 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $73,027 | $56,443+29.4% | $83,830-12.9% | $55,725+31.0% |
| Participation rate | 70.0% | 72.0%-2.0pp | 76.1%-6.1pp | 70.9%-0.9pp |
| Annual return | -7.03% | 393.67%-400.7pp | 850.97%-858.0pp | 244.93%-252.0pp |
| Employer contribution / active EE | $3,341 | $2,682+24.6% | $3,631-8.0% | $2,078+60.8% |
| Participant deferral / active EE | $4,107 | $2,965+38.5% | $4,082+0.6% | $3,356+22.4% |
| Admin fee / account holder | $595 | $156+281.1% | $5,479-89.1% | $115+417.0% |