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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 | $13,168 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $4,693 |
JM PENSION ADVISORY, INC.2 years Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, MA 20866 | Contract Administrator | $300 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37 |
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 | $6,863 | $73,102-90.6% | $123,553-94.4% | $56,289-87.8% |
| Participation rate | 76.4% | 74.3%+2.1pp | 82.3%-5.9pp | 69.9%+6.5pp |
| Annual return | -7.03% | 3.01%-10.0pp | 119.21%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $799 | $5,423-85.3% | $6,426-87.6% | $3,350-76.2% |
| Admin fee / account holder | $94 | $554-83.1% | $9,284-99.0% | $521-82.0% |