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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 | $7,177 |
STIFEL NICOLAUS & CO INC4+ years Filed as: STIFEL NICOLAUS AND CO INC Service code 55 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $7,013 |
Filed as: GREAT-WEST LIFE AND ANNUITY INSURAN Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,262 |
PENSION PERFORMANCE, INC.4+ years Filed as: PENSION PERFORMANCE INC Service code 13 | Contract Administrator | $3,091 |
PENSION PERFORMANCE, INC.4+ 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.
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 | $17,112 | $58,093-70.5% | $80,022-78.6% | $56,287-69.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -0.18% | 34.63%-34.8pp | 11.22%-11.4pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,949 | $1,933+0.8% | $2,468-21.0% | $2,111-7.7% |
| Participant deferral / active EE | $2,046 | $3,136-34.8% | $3,686-44.5% | $3,350-38.9% |
| Admin fee / account holder | $49 | $623-92.1% | $6,521-99.2% | $521-90.6% |