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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,926 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,659 |
Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $2,299 |
Filed as: PENTEC PENSION MGMT GROUP, INC. Service code 13 | Contract Administrator | $2,072 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $738 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO. Service code 64 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,677 | $60,396-52.5% | $111,392-74.3% | $56,289-49.1% |
| Participation rate | 62.3% | 72.4%-10.1pp | 78.9%-16.6pp | 69.9%-7.6pp |
| Annual return | -4.12% | 20.26%-24.4pp | -2.06%-2.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $283 | $3,459-91.8% | $4,328-93.5% | $2,111-86.6% |
| Participant deferral / active EE | $2,032 | $4,421-54.0% | $5,567-63.5% | $3,350-39.3% |
| Admin fee / account holder | $280 | $610-54.2% | $12,266-97.7% | $521-46.3% |