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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,869 |
STIFEL NICOLAUS & CO INC3+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $5,806 |
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,112 |
PENSION PERFORMANCE, INC.3+ years Filed as: PENSION PERFORMANCE INC Service code 13 | Contract Administrator | $2,593 |
PENSION PERFORMANCE, INC.3+ years Service code 13 · EIN 36-4136186 2551 DIVISION ST, SUITE 104 · JOLIET, IL 60435 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,521 | $63,314-62.9% | $91,004-74.2% | $62,293-62.2% |
| Participation rate | 83.1% | 73.3%+9.7pp | 75.6%+7.5pp | 69.5%+13.5pp |
| Annual return | 16.22% | 21.00%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $995 | $1,807-45.0% | $2,456-59.5% | $2,042-51.3% |
| Participant deferral / active EE | $2,339 | $2,944-20.5% | $3,548-34.1% | $3,169-26.2% |
| Admin fee / account holder | $68 | $468-85.6% | $5,417-98.8% | $479-85.9% |