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| Provider | Service type | Compensation |
|---|---|---|
GAVION, LLC3 years Service code 27 · EIN 46-2642087 6000 POPLAR AVE, STE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $30,263 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,121 |
Service code 13 1661 AARON BRENNER DRIVE · MEMPHIS, TN 38120 | Contract Administrator | $10,244 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,306 | $44,473-38.6% | $76,518-64.3% | $55,725-51.0% |
| Participation rate | 57.0% | 51.0%+6.0pp | 68.0%-11.0pp | 70.9%-13.8pp |
| Annual return | -6.96% | -2.01%-5.0pp | -0.27%-6.7pp | 244.93%-251.9pp |
| Employer contribution / active EE | $795 | $1,101-27.8% | $2,647-70.0% | $2,078-61.7% |
| Participant deferral / active EE | $2,881 | $1,988+44.9% | $3,836-24.9% | $3,356-14.2% |
| Admin fee / account holder | $187 | $134+39.3% | $4,849-96.1% | $115+62.2% |