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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,576 |
Service code 27 70 WESTVIEW ST 2ND FLOOR · LEXINGTON, MA 02421 | Advisory (Plan) | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,837 | $39,113+119.5% | $69,779+23.0% | - |
| Participation rate | 47.5% | 63.4%-15.9pp | 71.8%-24.4pp | - |
| Annual return | 10.56% | 6.60%+4.0pp | 12.99%-2.4pp | - |
| Employer contribution / active EE | $0 | $1,196-100.0% | $2,338-100.0% | - |
| Participant deferral / active EE | $4,833 | $2,061+134.5% | $2,931+64.9% | - |
| Admin fee / account holder | $239 | $1,598-85.0% | $4,381-94.5% | - |