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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 | $4,664 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $2,330 |
Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MA 20866 | Contract Administrator | $350 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,470 | $80,753-90.8% | $136,298-94.5% | $62,293-88.0% |
| Participation rate | 61.8% | 73.5%-11.7pp | 81.9%-20.1pp | 69.5%-7.7pp |
| Annual return | 1991.11% | 35.83%+1955.3pp | 5156.27%-3165.2pp | 28.90%+1962.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $703 | $5,164-86.4% | $6,247-88.7% | $3,169-77.8% |
| Admin fee / account holder | $37 | $525-93.0% | $9,244-99.6% | $479-92.3% |